Zachary Thomas Reeg

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

• 02/2019 → 01/2021
  Cwm, Llc
  Omaha, NE
• 06/2014 → 05/2018
  Augustana University
  Sioux Falls, SD
• 06/2018 → 07/2018
  Texas Rangers
  Surprise, AZ
• 06/2017 → 08/2017
  Cwm, Llc Dba Carson Wealth
  Omaha, NE
• 08/2018 → 02/2019
  Cwm, Llc Dba Carson Wealth
  Omaha, NE
• 01/2021 → Present
  Iams Wealth Management
  Omaha, NE
• 01/2022 → Present
  Goodlife Wealth Management
  Omaha, NE

Previous Registrations

• 2019-04-29 → 2021-01-13
  Cwm, Llc
  Omaha, NE

Other Businesses

Goodlife Wealth Management; Omaha, NE; President/Owner; life insurance, health insurance, annuities; 10 hours per month; 4 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-27

Designations

• Certified Financial Planner

Other Names

• Zach Reeg