Timothy William Demay

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

• 12/1986 → Present
  Sharon Tube
  Sharon, PA
• 10/2017 → Present
  Iams Wealth Management, Llc
  Elkhorn, NE
• 10/2011 → Present
  United Healthcare
  Minnetonka, MN
• 01/1995 → Present
  Td Tax And Finance
  Fowler, OH

Other Businesses

1) United Healthcare, not investment related, Minnetonka, MN, medicare insurance sales, medicare insurance agent, since 10/2011, approximately 10 hrs/month, 2 of which are during securities trading hours, medicare insurance sales. 2) Sharon Tube, not investment related, Sharon, PA, manufacturing company, employee, since 12/1986, approximately 160 hours/month, 80 hours of which are during securities trading hours, machine operator. 3) TD Tax and Finance, not investment related, Fowler, OH, tax preparation services, Sole Proprietor, since 01/1995, approximately 40 hours/month, 10 of which are during securities trading hours (seasonally February - April), tax preparation services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-28
• S63 Uniform Securities Agent State Law Examination
  2005-10-14

Other Names

• Timothy Demay
• Timothy William Demay