Herbert Kenneth Catledge

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

• 01/2004 → 06/2018
  Woodmen Financial Services, Inc.
  Omaha, NE
• 01/2003 → 06/2018
  Woodmen Of The World Life Insurance Society
  Omaha, NE
• 08/2018 → Present
  Iams Wealth Management, Llc
  Omaha, NE
• 09/2018 → Present
  Foothills-Retirement Income Solutions Llc
  Maryville, TN

Other Businesses

1)Foothills-Retirement Income Solutions LLC, investment related, 200 E Broadway Ave. Suite 412, Maryville, TN 37804, sales of life insurance and annuities to individual customers, life, disability, Long-term care, annuities, President and Founder, 09/2018, 140 hours/month with approximately 45 hours/month during trading hours. 2) Outsourced estate planning services through Legacy Lock, 12/2022, 15 hours/month with approximately 5 hours/month during trading hours. 3) Outsourced real estate solutions through The Patriot Capital Group; 1/2026; private and commercial real estate and rental properties; 5 hours/month with approximately 5 hours/month during trading hours 4) Foothills Retirement Solutions; Tax Preparation Services; 01/2025; provide tax preparation services to clients for a fee; 35 hrs per month/ 25 during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-17
• S63 Uniform Securities Agent State Law Examination
  2005-12-23