IAMS WEALTH MANAGEMENT, LLC

OMAHA, Nebraska·2 registered advisors·CRD# 286085
SEC# 801-10887548(888)255-7670
01

Firm Overview

AUM
$213M
Regulatory assets under management
Employees
59
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES FROM OTHER ADVISERS; PERCENTAGE OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at IAMS WEALTH MANAGEMENT, LLC

2 registered advisors
Charles Richard Heuring
OMAHA, Nebraska
Michael Gregory Hansen
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
2 advisors

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Data sourced from SEC Form ADV filings. IAMS WEALTH MANAGEMENT, LLC (CRD# 286085) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.