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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2017-05-25 |
Branch Locations
445 N Waco St Suite D, Wichita, KS 67202 • United States
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 |
|---|---|---|---|---|
| Virtue Capital Management, Llc | Nashville | TN | 06/2014 | 05/2017 |
| Iams Wealth Management, Llc | Elkhorn | NE | 05/2017 | Present |
| Walker Group, Inc. | Wichita | KS | 05/2009 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-21 |
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