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Christopher Aaron Conley

Iams Wealth Management, LLC

Katy, TX

Omaha, NE

CRD 8098988

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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
TX RA APPROVED 2025-05-22
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

Katy, TX • United States

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
Sterling Nfg Rockwall TX 09/2013 Present
Iams Wealth Management Omaha NE 05/2025 Present
  • 09/2013 → Present
    Sterling Nfg
    Rockwall, TX
  • 05/2025 → Present
    Iams Wealth Management
    Omaha, NE
Other Businesses

Sterling nfg, Rockwall, TX; Insurance Agent; investment related; Life Insurance, health insurance, disability, long-term care and annuities sales; 09/2013; 100 hours per month, 70 of which are during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-30
  • S65 Uniform Investment Adviser Law Examination
    2025-04-30

View on SEC IAPD

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