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Iams Wealth Management, LLC CRD 286085
$397M regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-17 |
| IL | RA | APPROVED | 2024-02-08 |
| NC | RA | APPROVED | 2024-02-01 |
| OH | RA | APPROVED | 2024-02-01 |
| OK | RA | APPROVED | 2024-02-01 |
| NE | RA | APPROVED | 2017-01-11 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iams Wealth Management, Llc | Elkhorn | NE | 08/2016 | Present |
| Iams, Inc. | Elkhorn | NE | 07/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-23 |
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