Michael Leroy Audi

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

• 07/2019 → Present
  Iams Wealth Mangement, Llc
  Elkhorn, NE
• 11/2000 → Present
  Mla Financial
  Spring Hill, FL

Other Businesses

MLA Finance, investment related, Spring Hill, FL, Annuities, Life Insurance and Retirement Planning, President, October 2000, approximately 240 hours/month with approximately 80 hours/month during securities trading hours, Marketing, sales, servicing and administering life and annuity contracts

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-16

Other Names

• Michael L. Wells
• Michael Leroy Wells