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Iams Wealth Management, LLC CRD 286085
$397M regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-25 |
Branch Locations
1901 Central Drive Suite 800, Bedford, TX 76021 • 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 |
|---|---|---|---|---|
| Clearview Retirement Group | Fort Worth | TX | 08/2007 | 12/2016 |
| Professional Insurance Elite | Bedford | TX | 01/2008 | Present |
| Iams Wealth Management, Llc | Elkhorn | NE | 01/2017 | Present |
Professional Insurance Elite 1901 Central Drive Suite 800, Bedford, TX 76021 The business provides support to insurance agents. I have been associated with them since 2008 and serve in a managerial role overseeing accounting and recruiting personnel. *** Clearview Retirement Group 1901 Central Drive Suite 800, Bedford, TX 76021 This business is a dormant business entity which I am owner/manager. It remains as a legal entity but is dormant without any business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-17 |
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