IAMS Wealth Management
Company Management

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
Industry
Investment Management
Employees
55
Founded
2017
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

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 Contact
Bill Pike Investment Advisor Representative
Email
James Veal "Financial Advisor Helping African
Email Phone
Scott D. Walker Husband, Father, Grandfather
Email Phone
Duncan Smith Director of National Sales at Iams
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 Email Phone
General 5 4 4
Finance 2 2 2
Executive 1 1 1

Compare Similar Companies to IAMS Wealth Management