Scott Dwane Walker

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

• 06/2014 → 05/2017
  Virtue Capital Management, Llc
  Nashville, TN
• 05/2017 → Present
  Iams Wealth Management, Llc
  Elkhorn, NE
• 05/2009 → Present
  Walker Group, Inc.
  Wichita, KS

Previous Registrations

• 2014-06-27 → 2017-05-22
  Virtue Capital Management, Llc
  Brentwood, TN
  Witchita, KS
• 2014-04-29 → 2014-09-16
  Coppell Advisory Solutions Llc
  Wichita, KS
• 2009-04-20 → 2014-04-30
  Integrity Alliance, Llc.
  Larchwood, IA
  Wichita, KS
  Urbandale, IA
  Wichita, KS
  Urbandale, IA
• 2001-10-19 → 2009-04-24
  Transamerica Financial Advisors, Llc
  Wichita, KS
  San Diego, CA
  Wichita, KS

Other Businesses

1.INDEPENDENT INSURANCE AGENT;YES;445 N WACO STREET STE D WICHITA KS 67202;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;4/2009;120;120;SALES OF FIXED INSURANCE PRODUCTS INCLU. LIFE, HEALTH, ANNUTIES, PROPERTY & CASUALTY AND OTHER TYPES OF INSURANCE; 2.WALKER GROUP, INC.;YES;445 N WACO STREET STE D WICHITA KS 67202;DBA;OWNER/PRESIDENT;5/11/2009;160;160;DBA FOR INSURANCE SALES 2. Outsourced estate planning services through Legacy Lock, 10/2025 to Present, 445 N WACO STREET STE D WICHITA KS 67202, Estate Planning Services,10 hours/month with approx. 5 hours/month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-21

Other Names

• Scott D Walker