Inactive

Terrell James Gamble

Iams Wealth Management, LLC

CRD 6720411

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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

Authority	Category	Status	Date
IL	RA	APPROVED	2025-01-09
WI	RA	APPROVED	2017-02-15

IL RA
APPROVED

Since 2025-01-09
WI RA
APPROVED

Since 2017-02-15

Branch Locations

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

655 Third St. Ste. 101, Beloit, WI 53511 • 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

Organization	City	State	From	To
Gamble Retirement Solutions	Beloit	WI	02/2013	Present

02/2013 → Present

Gamble Retirement Solutions

Beloit, WI

Other Businesses

GAMBLE RETIREMENT SOLUTIONS, INVESTMENT RELATED, BELOIT, WI, INSURANCE SALES, OWNER, SINCE 02/2013.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-02-14

S65 Uniform Investment Adviser Law Examination

2017-02-14

View on SEC IAPD

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