Michael Paul Wyant

Employer firm

Iams Wealth Management, LLC CRD 286085

$397M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 09/2019
  Pentegra Distributors Inc
  White Plains, NY
• 05/2013 → 09/2019
  Pentegra Investors Inc.
  White Plains, NY
• 05/2012 → 09/2019
  Aps-Pentegra
  Blacklick, OH
• 09/2019 → Present
  Plancheck, Llc
  Columbus, OH
• 09/2024 → Present
  Iams Wealth Management
  Omaha, NE
• 01/2025 → Present
  Entingh Financial Services
  Baltimore, OH

Previous Registrations

• 2010-04-28 → 2012-05-21
  Nationwide Investment Advisors, Llc
  Columbus, OH

Other Businesses

Plancheck, LLC; Columbus, OH; Partner; Non- Investment Related; Sales & Marketing; 40 Hours per month; 20 of which are during securities trading hours. ENTINGH FINANCIAL SERVICES; 600 WEST MARKET ST., BALTIMORE, OH 431085; INVESTMENT RELATED; 40 HOURS PER MONTH; START DATE 01/2004; 25 HOURS DURING TRADING HOUR; LIFE AND ANNUTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-17
• S63 Uniform Securities Agent State Law Examination
  2014-07-15