Matthew Randal Latta

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

• 11/2018 → Present
  Iams Wealth Management, Llc
  Omaha, NE
• 01/2015 → Present
  Annuity Client Solutions
  Pelham, AL

Other Businesses

1. Annuity Client Solutions, investment related, Atlanta, GA, Annuity Sales Agent, Insurance Agent, Start 01/2015, 100 hours per month with 100 hours per month during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-29

Other Names

• Matthew Latta