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Michael Gregory Hansen

Iams Wealth Management, LLC

Omaha, NE

CRD 7059475

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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:

Current Employers
Iams Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2019-01-04
  • NE RA
    APPROVED
    Since 2019-01-04

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
Iams Wealth Management Elkhorn NE 09/2016 Present
Sarpy County Public Defender Office Papillion NE 06/2016 09/2016
  • 09/2016 → Present
    Iams Wealth Management
    Elkhorn, NE
  • 06/2016 → 09/2016
    Sarpy County Public Defender Office
    Papillion, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-30
  • S65 Uniform Investment Adviser Law Examination
    2018-11-30

View on SEC IAPD

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