Shane Chase Russell

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

• 10/2024 → Present
  Fesa
  Austin, TX
• 02/2025 → Present
  Iams Wealth Management
  Omaha, NE
• 03/2022 → 10/2024
  Ctrh
  Austin, TX
• 06/2021 → 03/2022
  Ascension
  Austin, TX
• 12/2019 → 05/2021
  Legacy Rehab
  Delhi, LA
• 12/2017 → 12/2019
  Ulm
  Monroe, LA
• 08/2016 → 10/2017
  Louisiana Tech University
  Ruston, LA
• 08/2012 → 07/2016
  Oak Grove High School
  Oak Grove, LA

Other Businesses

FESA; Investment Related; Austin, TX; Insurance Agent; LIfe & health insurance, annuities, 10/2024 to Present; 60 hrs per month, 35 of which are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-19

Other Names

• Chase Russell