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Current Employers
Iams Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-08-08
  • AZ RA
    APPROVED
    Since 2023-08-08

Branch Locations

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

Phoenix, AZ • 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
Personalized Financial Scottsdale AZ 03/2022 Present
Davinci Digital Scottsdale AZ 01/2018 Present
Picmonic Tempe AZ 09/2014 11/2018
Arizona State University Tempe AZ 08/2018 12/2018
Synapse Studios Tempe AZ 08/2019 11/2021
Arizona State University Tempe AZ 08/2014 12/2017
Tanner German, Pllc Phoenix AZ 05/2022 Present
Personalized Financial Scottsdale AZ 01/2022 03/2022
Iams Wealth Management Omaha NE 07/2023 Present
Golfcoursehomes.COm, Llc Phoenix AZ 06/2023 Present
  • 03/2022 → Present
    Personalized Financial
    Scottsdale, AZ
  • 01/2018 → Present
    Davinci Digital
    Scottsdale, AZ
  • 09/2014 → 11/2018
    Picmonic
    Tempe, AZ
  • 08/2018 → 12/2018
    Arizona State University
    Tempe, AZ
  • 08/2019 → 11/2021
    Synapse Studios
    Tempe, AZ
  • 08/2014 → 12/2017
    Arizona State University
    Tempe, AZ
  • 05/2022 → Present
    Tanner German, Pllc
    Phoenix, AZ
  • 01/2022 → 03/2022
    Personalized Financial
    Scottsdale, AZ
  • 07/2023 → Present
    Iams Wealth Management
    Omaha, NE
  • 06/2023 → Present
    Golfcoursehomes.COm, Llc
    Phoenix, AZ
Previous Registrations
  • 2022-03-21 → 2023-12-31
    Personalized Financial
    Phoenix, AZ
Other Businesses

1) DAVINCI DIGITAL; NON-INVESTMENT RELATED; 3820 E POTTER DR., PHOENIX, AZ 85050; WEB DESIGN AND DEVELOPMENT CONSULTING; PRINCIPAL; 01/2018; APPROX. 8 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; PROVIDE CONSULTING IN RELATION TO WEB DESIGN AND WEB DEVELOPMENT. 2) TANNER GERMAN, PLLC; NON-INVESTMENT RELATED; 3820 E POTTER DR., PHOENIX, AZ 85050; REAL ESTATE SALES, RENTAL, AND LEASING; REAL ESTATE SALESPERSON; 05/2022; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; SALESPERSON FOR REAL ESTATE, RENTALS, AND LEASING. 3) PERSONALIZED FINANCIAL; INVESTMENT ADVISOR REPRESENTATIVE & MANAGING PARTNER; 18219 N. 66th Pl., Phoenix, AZ 85054; INVESTMENT ADVISORY SERVICES; 40 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS. 4) GOLFCOURSEHOMES.COM, LLC; FOUNDING MEMEBER; NON-INVESTED RELATED; 3820 E POTTER DR., PHOENIX, AZ 85050; MARKETING SERVICES; 8 HOURS PER MONTH DURING TRADING AND NON TRADING HOURS; MARKETING SERVICES FOR REAL STATE AGENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-29
  • S65 Uniform Investment Adviser Law Examination
    2022-01-29

View on SEC IAPD

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