Kalon Patrick Dvorak

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

• 12/2025 → Present
  Dvorak Wealth Management
  Kaukauna, WI
• 02/2023 → 12/2025
  Uw-Milwaukee
  Milwaukee, WI
• 04/2026 → Present
  Iams Wealth Management
  Omaha, NE
• 06/2023 → 08/2024
  North Shore Golf Club
  Harrison, WI
• 06/2022 → 08/2024
  Dvorak Wealth Management
  Kaukauna, WI
• 06/2024 → 07/2024
  Iams Inc.
  Elkhorn, NE
• 04/2025 → 11/2025
  Olive Garden
  Milwaukee, WI
• 04/2016 → 06/2022
  Student
  Kaukauna, WI

Other Businesses

Dvorak Wealth Management; Junior Financial Advisor/Insurance Agent; 12/2025; N9630 Biese Rd., Kaukauna, WI 54130; Annuities & Life Insurance; Investment Related; 80 hrs per month/ 45 which are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-14