David Joseph Ricchini

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

• 08/2017 → 12/2019
  Td Ameritrade
  Omaha, NE
• 06/2017 → 12/2018
  Eagle Run Golf Course / Midwest Golf Operation
  Omaha, NE
• 10/2016 → 05/2018
  University Of Nebraska At Omaha
  Omaha, NE
• 08/2016 → 10/2016
  Pizza West
  Omaha, NE
• 06/2010 → 12/2019
  Fairacres Lawncare
  Omaha, NE
• 05/2008 → 05/2018
  Millard North High School, Metro Community College, Uno
  Omaha, NE
• 12/2019 → 01/2023
  Orion Portfolio Solutions
  Omaha, NE
• 11/2021 → 01/2023
  Brinker Capital Securities
  Berwyn, PA
• 01/2023 → 12/2023
  Wealthplan Investment Management, Llc
  Omaha, NE
• 01/2024 → 04/2026
  Apollon Wealth Management, Llc
  Charleston, SC
• 04/2026 → Present
  Iams Wealth Management
  Omaha, NE

Previous Registrations

• 2025-10-28 → 2026-04-16
  Apollon Wealth Management, Llc
  Omaha, NE
  Mount Pleasant, SC
• 2023-02-07 → 2024-01-03
  Wealthplan Investment Management Llc
  Omaha, NE
• 2023-01-17 → 2023-01-30
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2020-02-12 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-07
• S63 Uniform Securities Agent State Law Examination
  2018-08-30