Tadeo Espina Hubahib

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

• 09/2014 → 11/2017
  Independent Insurance Agent
  Southfield, MI
• 11/2017 → Present
  I&Ts
  Southfield, MI
• 10/2021 → Present
  Iams Wealth Management
  Omaha, NE
• 11/2021 → Present
  Planning Partner
  Southfield, MI

Other Businesses

I&TS; Southfield, MI; Insurance Agent; Life, Health, Disability, Long-Term Care, Annuities, P&C, Tax Preparation; Investment Related; Mortgage Loan Originator with Homelend USA; Non-Investment Related; 90 hrs per month; 45 during securities trading hours; 2017- Present. Planning Partner; Southfield, MI; Owner/Agent; Life, Health, Disability, Long-Term Care, Annuities, P&C; Investment Related; 90 hrs per month; 45 during securities trading hours; 2021- Present. Website Directory-Asianstores.net; Owner; Advertising/check and approve new advertisers; 5 hrs per month; 0 during securities trading hours; 2017-Present.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-21

Other Names

• Tadeo Espina Hubahib