Kevin Edward Rutledge

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

• 11/2017 → 04/2023
  Foundations Investment Advisors, Llc
  Scottsdale, AZ
• 09/2016 → 03/2021
  Wiser Insurance Agency Llc
  Egg Harbor Twp, NJ
• 04/2023 → 08/2025
  Impact Partnership Wealth, Llc
  Marietta, GA
• 04/2023 → Present
  My Retirement Peace Of Mind
  Egg Harbor Twp, NJ
• 08/2025 → Present
  Iams Wealth Management
  Omaha, NE
• 08/2025 → Present
  Calm Seas Retirement Strategies
  Egg Harbor Twp, NE

Previous Registrations

• 2023-04-26 → 2025-08-06
  Impact Partnership Wealth, Llc
  Egg Harbor Twp, NJ
  Marietta, GA
• 2017-11-28 → 2023-05-12
  Foundations Investment Advisors Llc
  Egg Harbor Twp, NJ
  Phoenix, AZ
  Egg Harbor Township, NJ
  Mt Laurel, NJ

Other Businesses

1) MY RETIREMENT PEACE OF MIND/CALM SEAS RETIREMENT STRATEGIES; YES INVESTMENT RELATED; 100 PEACH TREE LANE, EGG HARBOR TWP, NJ 08234; ANNUITY & LIFE INSURANCE; ADVISOR; APRIL 2023; 80 HRS/MO DEVOTED; 80 HRS/MO DEVOTED DURING SECURITY TRADING HOURS; HELP CLIENTS WITH INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-20

Other Names

• Kevin Rutledge