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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-03 |
| NE | RA | APPROVED | 2025-01-02 |
| SD | RA | APPROVED | 2018-01-02 |
Branch Locations
3910 W. 59Th St., Sioux Falls, SD 57108 • United States
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 | 01/2018 | Present |
| Financial Benefits Company | Sioux Falls | SD | 08/1992 | Present |
Financial Benefits Company, Sioux Falls, SD, General Agent, insurance product sales and service, since 08/1992; Dakota Spirit LLC, non-investment related, Sious Falls, SD, Youth Cheerleading Training and Competition Club, Partner, since 2006, 10 hours/month with 0 hours during securities trading hours, general business advice and building maintenance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-30 |
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