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VERIFIEDZach Reeg
IAMS Wealth Management
18881 West Dodge Road Suite 180E
Elkhorn, NE 68022
402-403-4822
About IAMS Wealth Management
SEC Registered RIA that is based out of Omaha, Nebraska. Currently, we have 40+ Branch Offices across the United States that rely on our HQ for Support, Trading, Compliance, & Overall Platform Assistance. We started in 2016, and since then have grown into a $400M+ Company.
See Disclosures
General Information
Firm Start Year
2016
No. of Employees
5-9
CRD#
6812092
Firm CRD#
286085
Insurance License#
19603818
Name of Custodial Firm
Charles Schwab
States Licensed in
SEC-Registered at RIA Level. Insurance licensed in the State of Nebraska.
Years of Experience in Financial Services
8
Number of Years with Current Firm
5
Work Experience
I started my career at a Large Omaha-Based Firm, which helped set the precedence on how some of the best in the business operate both internally and externally. In 2021, I reached a point where I felt like I wanted to branch out on my own to control more of my narrative and dictate how, who, and what services I am able to provide to my clients. Which, is why I joined IAMS Wealth Management as I felt like it was the right move for not only myself, but also for the clients that I support.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning
Services
Investment Types
Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Mutual Funds, Alternative Investments
Can meet clients in the following ways
Our Offices, Your Home, Our Office, Phone, Email, Your Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Annuity, Long Term Care, Life, Health
Firm Information
Firm's Number of Clients
2,150
Firm's Number of Planning Clients
50
Firm's Number of Managed Clients
2,100
Assets Managed by Firm
410,000,000
Advisor's Number of Clients
80
Advisor's Number of Managed Clients
70
Advisor's Number of Planning Clients
10
Assets Managed by Advisor
$75,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
1.50
Hourly Rate
$250
Additional Details on Charges
Percentage AUM Fee is based on the amount of Assets on our platform, as well as the types of investments held within your portfolio(s). Typically charge a Flat Planning Fee for Non-Discretionary Management/Planning Services rendered, though an hourly rate may be applicable in certain situations.
Minimum Fee Charged for Managed Accounts
$1500
Minimum Fee Charged for Hourly Planning Accounts
$1000
Education
Business Administration - Finance & Accounting
Augustana University
8/15/2014 -5/30/2018
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1889848/retirementplanning-IAMS-Wealth-Management-detailed-disclosure.html
Disclaimer
Investment advisory services are offered through IAMS Wealth Management, LLC, 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. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolios performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.