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Current Employers
Iams Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2017-09-28
  • KS RA
    APPROVED
    Since 2017-09-28

Branch Locations

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

9225 Indian Creek Parkway Suite 800, Overland Park, KS 66210 • 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
Kcd Financial, Inc. Overland Park KS 12/2006 03/2017
Calton & Associates, Inc. Overland Park KS 04/2017 09/2017
Iams Wealth Management, Llc Elkhorn NE 09/2017 Present
First Capital Group, Inc. Overland Park KS 04/2000 Present
Previous Registrations
Other Businesses

FIRST CAPITAL GROUP, INC. 10925 ANTIOCH ROAD SUITE 100 OVERLAND PARK KANSAS, 66210. INSURANCE AND FIXED ANNUITIES. EMPLOYEE SINCE MAY 24, 2011. NO OWNERSHIP. APPROX 120 HOURS PER MONTH, WITH ABOUT 96% DURING MARKET HOURS. SALES OF FIXED ANNUITIES AND ADMIN OF THE OFFICE. SALARY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-23
S63 Uniform Securities Agent State Law Examination 2007-01-16
  • S65 Uniform Investment Adviser Law Examination
    2007-05-23
  • S63 Uniform Securities Agent State Law Examination
    2007-01-16
Other Names
  • Kathryn Jo Lewin

View on SEC IAPD

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