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Chad Don Carlos

Iams Wealth Management, LLC

Omaha, NE

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Current Employers
Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-27
IL RA APPROVED 2026-04-24
NE RA APPROVED 2024-07-15
  • PA RA
    APPROVED
    Since 2026-04-27
  • IL RA
    APPROVED
    Since 2026-04-24
  • NE RA
    APPROVED
    Since 2024-07-15

Branch Locations

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Omaha NE 05/2018 05/2021
Remedy Staffing Omaha NE 06/2017 09/2017
Antler Country Landscaping Elkhorn NE 03/2016 03/2018
University Of Nebraska At Lincoln Lincoln NE 06/2015 05/2019
Securian Financial Services Inc St Paul MN 05/2021 08/2023
Minnesota Life Insurance Co St Paul MN 05/2021 08/2023
Renaissance Financial Corp Omaha NE 05/2021 07/2024
Cetera Advisor Networks Llc Omaha NE 08/2023 07/2024
Cetera Investment Advisers Llc Schaumburg IL 08/2023 07/2024
Iams Wealth Management Omaha NE 07/2024 Present
  • 05/2018 → 05/2021
    Td Ameritrade
    Omaha, NE
  • 06/2017 → 09/2017
    Remedy Staffing
    Omaha, NE
  • 03/2016 → 03/2018
    Antler Country Landscaping
    Elkhorn, NE
  • 06/2015 → 05/2019
    University Of Nebraska At Lincoln
    Lincoln, NE
  • 05/2021 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 05/2021 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 05/2021 → 07/2024
    Renaissance Financial Corp
    Omaha, NE
  • 08/2023 → 07/2024
    Cetera Advisor Networks Llc
    Omaha, NE
  • 08/2023 → 07/2024
    Schaumburg, IL
  • 07/2024 → Present
    Iams Wealth Management
    Omaha, NE
Previous Registrations
  • 2023-08-10 → 2024-07-11
    Omaha, NE
  • 2021-06-07 → 2023-08-10
    Securian Financial Services, Inc.
    Omaha, NE
    St. Paul, MN
  • 2019-10-16 → 2021-05-19
    Td Ameritrade, Inc.
    Omaha, NE
  • 2019-10-21 → 2021-02-22
    Td Ameritrade Investment Management, Llc
    Omaha, NE
Other Businesses

Individual Agent: POSITION: Insurance Agent NATURE: Fixed Insurance Sales - Life & health Insurance and Annuities, INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/2021 ADDRESS: 18881 West Dodge Rd. Suite 180E, Elkhorn, NE 68022.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-10
  • S66 Uniform Combined State Law Examination
    2019-10-10
Other Names
  • Chad D Carlos

View on SEC IAPD

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