Brady Stephen Pelzer

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-04-24