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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
200 E. Broadway Ave. Suite 412, Maryville, TN 37804 • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmen Financial Services, Inc. | Omaha | NE | 01/2004 | 06/2018 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 01/2003 | 06/2018 |
| Iams Wealth Management, Llc | Omaha | NE | 08/2018 | Present |
| Foothills-Retirement Income Solutions Llc | Maryville | TN | 09/2018 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-23 |
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