Tevin Michael Gamble

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

• 01/2015 → 12/2017
  Marquette University
  Milwaukee, WI
• 06/2016 → 03/2017
  Northwestern Mutual
  Milwaukee, WI
• 01/2018 → 09/2020
  Fisher Investments
  Camas, WA
• 10/2020 → Present
  Iams Wealth Management
  Elkhorn, NE
• 09/2020 → 01/2023
  Gamble Retirement Solutions
  Beloit, WI
• 01/2023 → Present
  Gamble Wealth Management
  Beloit, WI

Previous Registrations

• 2018-05-22 → 2020-09-08
  Fisher Investments
  Plano, TX

Other Businesses

GAMBLE WEALTH MANAGEMENT, INVESTMENT RELATED, BELOIT, WI, INSURANCE SALES, INSURANCE AGENT, SINCE 09/2020. 15 HOURS PER WEEK. 5-6 DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-22

Other Names

• Tevin Gamble