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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-17 |
| MI | RA | APPROVED | 2021-11-16 |
| WI | RA | APPROVED | 2017-08-14 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dvorak & Associates, Inc. | Appleton | WI | 01/2009 | 08/2017 |
| Iams Wealth Management, Llc | Elkhorn | NE | 07/2017 | Present |
| Dvorak Wealth Management | Appleton | WI | 08/2017 | Present |
DVORAK WEALTH MANAGEMENT, OWNER, 08/2017; NOT INVESTMENT RELATED, LOCATED AT N9630 Biese Rd. Kaukauna, WI 54130, SELL INSURANCE AND ANNUITIES FOR COMMISSIONS. 80 hrs per month; 40 of which are during securities trading hours. Revol One Insurance Company (Revel One),Urbandale, IA, owned by Revol One Holding, LLC.; Part-Owner; 04/2026; recommend insurance products, including fixed annuities, offered through Revol One with membership interests tied to the sales goals set by Revol One. 80 hrs per month, 40 of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-14 |
| S66 | Uniform Combined State Law Examination | 2008-05-30 |
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