Kristopher Alan Heig

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

• 10/2015 → 04/2018
  Cwm, Llc
  Omaha, NE
• 01/2017 → 04/2018
  Cetera Advisor Networks, Llc
  El Segundo, CA
• 04/2018 → 09/2023
  Orion Advisor Technology, Llc
  Omaha, NE
• 04/2018 → 11/2019
  Northern Lights Distributors, Llc
  Omaha, NE
• 06/2022 → 09/2023
  Brinker Capital Securities
  Berwyn, PA
• 12/2023 → 03/2025
  Ashton Thomas Private Wealth, Llc
  Scottsdale, AZ
• 01/2026 → 04/2026
  Bankers Life & Casualty, Inc
  Omaha, NE
• 05/2025 → 01/2026
  Unemployed
  Omaha, NE
• 02/2026 → 04/2026
  Bankers Life Securities, Inc
  Omaha, NE
• 02/2026 → 04/2026
  Bankers Life Advisory
  Omaha, NE
• 04/2026 → Present
  Iams Wealth Management
  Omaha, NE

Previous Registrations

• 2026-02-12 → 2026-04-08
  Bankers Life Advisory Services, Inc.
  Chicago, IL
  Omaha, NE
• 2024-05-08 → 2025-01-31
  Ashton Thomas Private Wealth
  Scottsdale, AZ
• 2023-01-17 → 2023-10-04
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2020-01-30 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2018-04-10 → 2019-12-31
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2017-01-19 → 2018-04-02
  Cwm, Llc
  Omaha, NE
• 2007-08-17 → 2015-07-02
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2007-08-17 → 2015-07-02
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Bellevue, NE

Exams

• S66 Uniform Combined State Law Examination
  2007-08-14
• S63 Uniform Securities Agent State Law Examination
  1998-03-12

Other Names

• Kris Alan Heig