Wendell Bennett

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

• 01/2004 → Present
  Entingh Financial Services
  Baltimore, OH
• 06/2020 → Present
  Iams Wealth Management
  Elkhorn, NE

Other Businesses

ENTINGH FINANCIAL SERVICES; 5650 BLAZER PARKWAY, DUBLIN, OH 43017; 600 West Market St. Baltimore, OH 43017 INVESTMENT RELATED; 25 HOURS PER WEEK; START DATE 01/2004; 4-5 HOURS DURING TRADING HOUR; LIFE, HEALTH, LONG-TERM CARE, AND ANNUTIES. Outsourced estate planning services through EncorEstate Plans (Encore), Dublin, OH/Baltimore, OH; 03/2026; Non-Investment Related; Works with client to help gather client information and decisions in EncorEstate Plans software and will help navigate through the software, general estate and tax guidance; 10 hours/month with approx. 5 hours/month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-12