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IAMS WEALTH MANAGEMENT, LLC
IAMS WEALTH MANAGEMENT, LLC
OMAHA, Nebraska
·
2 registered advisors
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CRD# 286085
SEC# 801-108875
48
(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 Planning
Investment Management
Wealth Management
04
Advisors at IAMS WEALTH MANAGEMENT, LLC
2 registered advisors
Charles Richard Heuring
OMAHA, Nebraska
CRD# 6735080
Michael Gregory Hansen
OMAHA, Nebraska
CRD# 7059475
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
.