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Iams Wealth Management, LLC CRD 286085
$397M regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED_RES | 2025-10-03 |
| CA | RA | APPROVED | 2025-10-02 |
| IA | RA | APPROVED | 2025-10-02 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
5835 Grand Ave., Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packerland Brokerage Services | Green Bay | WI | 04/2016 | 09/2025 |
| Iams Wealth Management | Omaha | NE | 09/2025 | Present |
| Neal Insurance, Llc | Des Moines | IA | 03/2016 | Present |
LAFFEY CATTLE COMPANY 10149 SE 20TH AVE RUNNELLS, IA 50237 TITLE: PARTNER DUTIES: AGRICULTURE RAISE AND SELL CATTLE HOURS DEVOTED: 10 START DATE: 12/2014 NON INVESTMENT OR INSURANCE RELATED LAFFEY FARMS INC. 10149 SE 20TH AVE RUNNELLS, IA 50237 TITLE: FARM DUTIES: AGRICULTURE HOURS DEVOTED: 10 START DATE: 01/2010 NON INVESTMENT OR INSURANCE RELATED NEAL INSURANCE LLC 4566 114TH ST URBANDALE, IA 50322 TITLE: INSURANCE AGENT DUTIES: FIXED INDEXED ANNUITIES AND LIFE INSURANCE HOURS DEVOTED: 10 START DATE: 3/2016 INSURANCE AND INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
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