IAMS Wealth Management
Investment Management
18881 W Dodge Rd
55 employees
- Employees
- 55
- Contacts
- 3
- Emails
- 3
- Phones
- 2
IAMS Wealth Management Overview
- Headquarters
- 18881 W Dodge Rd
- Phone Number
- Available in AeroLeads
- Website
- iamswealthmanagement.com
- Industry
- Investment Management
- Employees
- 55
- Founded
- 2017
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
About IAMS Wealth Management
IAMS Wealth Management is an SEC Registered Investment Advisor based in Omaha, Nebraska. We offer full-service back office solutions to more than 50 advisors throughout the United States. Our value is simple; we take on the time-consuming tasks of portfolio construction, business processing, trading, and billing to provide the advisor with more time to focus on what’s important – building relationships with clients and making sure their needs are met. As we like to say, focus on your client's needs and let us focus on the rest. Through our robust platform and full-service operations team we equip advisors with the system, training, and support necessary to scale their businesses. No matter if you’re a seasoned veteran looking for a more cost-effective home or new to managed money and building AUM from scratch, we’re prepared to help you grow. **Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.. The firm is not engaged in the practice of law or accounting. Content should not be viewed as legal or tax advice. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
IAMS Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
IAMS Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Bill Pike | Investment Advisor Representative | Falmouth, Maine, United States |
Email
|
| James Veal | "Financial Advisor Helping African | Philadelphia, Pennsylvania, United States |
Email
Phone
|
| Scott D. Walker | Husband, Father, Grandfather | Wichita, Kansas, United States |
Email
Phone
|
| Duncan Smith | Director of National Sales at Iams | Greater Chicago Area, United States |
View
|
Employees by Management Level
Individual contributor
18 profiles
Executive
4 profiles
Manager
3 profiles
Director
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 5 | 4 | 4 |
| Finance | 2 | 2 | 2 |
| Executive | 1 | 1 | 1 |
Compare Similar Companies to IAMS Wealth Management
Mutual of Omaha
Financial Services
Orion
Financial Services
Carson Group
Financial Services
SageSpring Wealth Partners
Financial Services
Avior Wealth Management, LLC
Financial Services
Insurance Agency Marketing Services, Inc.
Insurance
Corbett Road Wealth Management
Financial Services
Conway Wealth
Financial Services
Revolution Group, LLC
Financial Services
LEXUS WEALTH MANAGEMENT
Financial Services