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Current company IAMS Wealth Management
Investment Management · 64 employees · Founded 2017 · Elkhorn, Nebraska, United States
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.