Brady Stephen Pelzer

Current Employers

Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2025-04-30

NE RA
APPROVED

Since 2025-04-30

Branch Locations

Papillion, NE • United States

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Full-Time Student	Lincoln	NE	01/2015	04/2018
Northwestern Mutual	Omaha	NE	05/2018	11/2018
Nebraska Furniture Mart	Omaha	NE	12/2018	05/2019
Fidelity Financial Corp.	Omaha	NE	06/2019	11/2021
Insurance Agency Marketing Services	Elkhorn	NE	11/2021	07/2024
Pelzer Capital, Llc	Bellevue	NE	03/2025	Present
Iams Wealth Management	Omaha	NE	04/2025	Present
Exclusive Strategic, Llc.	Albany	NY	07/2024	Present

01/2015 → 04/2018

Full-Time Student

Lincoln, NE
05/2018 → 11/2018

Northwestern Mutual

Omaha, NE
12/2018 → 05/2019

Nebraska Furniture Mart

Omaha, NE
06/2019 → 11/2021

Fidelity Financial Corp.

Omaha, NE
11/2021 → 07/2024

Insurance Agency Marketing Services

Elkhorn, NE
03/2025 → Present

Pelzer Capital, Llc

Bellevue, NE
04/2025 → Present

Iams Wealth Management

Omaha, NE
07/2024 → Present

Exclusive Strategic, Llc.

Albany, NY

Other Businesses

Pelzer Capital, LLC.; Elkhorn, NE; Sale of Annuities, Investment Related; Owner/Insurance Agent; 07/2024 to Present; 60 hours per month; 40 of which are during securities trading hours. Exclusive Strategic, LLC.; Albany, NY; Insurance and Annuities Sales; Investment Related; Owner/Insurance Agent; 07/2024 to Present; 20 hours per month; 30 of which are during securities trading hours. Outsourced Estate Planning Services through Legacy Lock, LLC.; Estate Planning Software for Both Clients and Businesses; 05/2025; Non-Investment Related; 10 hours per month; 6 of which are during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-24

S65 Uniform Investment Adviser Law Examination

2025-04-24