Ian C Turner

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

• 02/2009 → 01/2022
  Retirement Resources Group Llc
  O'FAllon, MO
• 10/2013 → 10/2017
  Gradient Advisors, Llc
  Arden Hills, MN
• 10/2017 → Present
  Iams Wealth Management, Llc
  Elkhorn, NE
• 01/2022 → Present
  Turner Financial Wealth Management
  Lake Saint Louis, MO

Previous Registrations

• 2013-10-16 → 2017-10-31
  Gradient Advisors, Llc
  Lake St. Louis, MO
  Arden Hills, MN
• 2011-01-10 → 2012-10-31
  First Heartland Consultants, Inc.
  O'FAllon, MO

Other Businesses

ENTITY: TURNER FINANCIAL WEALTH MANAGEMENT; LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS INV REL; SELL FIXED ANNUITIES, LONG-TERM CARE, LIFE INSURANCE; VICE PRESIDENT; START DATE=01/2022; HRS/MO=20; TRADING HRS/MO=20; DEVELOP AND RECOMMEND INSURANCE RELATED PLANNING STRATEGIES FOR CLIENTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-07
• S65 Uniform Investment Adviser Law Examination
  2000-06-26