Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
9 years
Location
Beloit, WI 53511
IAMS Wealth Management, LLC
Multi-team
Terrell Gamble is a financial advisor at IAMS Wealth Management, LLC in Beloit, WI, holding a Series 65 designation with nine years of industry experience. He has operated Gamble Retirement Solutions since 2013, which includes insurance sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations, primarily through discretionary portfolio management tailored to client objectives and risk tolerances.
Based on IAMS Wealth Management, LLC
Based on IAMS Wealth Management, LLC
Fixed financial planning fees up to $10,000; other consulting fixed fees negotiated case-by-case
$0 - $500,000: 1.85% annually $500,000 - $1,000,000: 1.70% annually $1,000,000 - $2,000,000: 1.55% annually $2,000,000+: Negotiable
Commissions from insurance products and securities sales by dually licensed representatives
Up to $300 per hour for specific financial planning or consulting services
Account minimum: $25,000 Minimum fee: $100 per account, per year, prorated monthly ($8.33/month) administrative and technology fee Fee-only: Financial planning fixed fees up to $10,000; hourly fees up to $300/hour
Beloit, WI
655 Third St., Ste. 101
Beloit WI 53511
Advisors at this office
2
Illinois · Wisconsin
9 years of industry experience
Gamble Retirement Solutions
2013 - Present • 13 years
Beloit, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65, Series 63
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Nathan Breiby is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2020. His prior experience includes roles at Basepoint Wealth LLC, MidwestOne Bank, LPL Financial, Cetera, and American Trust & Savings Bank. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax preparation, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies with diversified investment approaches tailored to clients’ goals and offers both fiduciary retirement-plan management and participant education.
CFP®, Series 63, Series 66
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Liane Warcup is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. She joined Klaas in 2025 after spending 20 years at Clarus Financial Planning. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.
Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Rachael Herold Plakut is a financial advisor at Klaas Financial Asset Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Klaas Financial Asset Advisors since 2023. Her prior experience includes roles at the University of Queensland and Compass Properties. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $758 million in assets across more than 1,100 client households.
Series 66, Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Craig Klaas is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 65 and Series 66 licenses and 19 years of industry experience. He previously worked at Securities America, Inc. and Investacorp, Inc. Klaas serves as president of a homeowners association in Verona, Wisconsin, on a volunteer basis. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors, providing discretionary portfolio management, financial planning, tax preparation, and retirement-plan services. The firm focuses on long-term, asset-allocation strategies emphasizing diversification and customizes advice based on client goals and risk tolerance.
Series 63, Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Nathan Winslow is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America, Investacorp, Bank of America, Merrill Lynch, and Linsco/Private Ledger Corp. He has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management through its Klaas Investment Portfolios wrap-fee program, financial planning and consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and integrates tax preparation and a professional referral network into its service model.
Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Alyssa Thom is a financial advisor at Klaas Financial Asset Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has worked with Klaas Financial Asset Advisors since 2019 and previously held roles at AeroTek and Manley's Belvidere Ford & Lincoln. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.
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