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Duncan Cuyler Smith

Iams Wealth Management, LLC

Omaha, NE

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Current Employers
Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-10-29
  • IL RA
    APPROVED
    Since 2020-10-29

Branch Locations

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 09/2013 10/2018
Zacks Investment Management Chicago IL 11/2018 10/2020
Iams Wealth Management Elkhorn NE 10/2020 Present
  • 09/2013 → 10/2018
    Fisher Investments
    Camas, WA
  • 11/2018 → 10/2020
    Zacks Investment Management
    Chicago, IL
  • 10/2020 → Present
    Iams Wealth Management
    Elkhorn, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-22
S63 Uniform Securities Agent State Law Examination 2009-09-02
  • S65 Uniform Investment Adviser Law Examination
    2010-03-22
  • S63 Uniform Securities Agent State Law Examination
    2009-09-02

View on SEC IAPD

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