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Carter S

Series 63, Series 65

Dell Rapids, SD

IAMS Wealth Management, LLC

Carter Schmitz is a financial advisor at IAMS Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and The Integrity Group, LLC. Outside of advisory work, he serves as treasurer for two student organizations at Augustana University, where he manages funds and provides resources. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management using proprietary and third-party models and employs a broad range of investment instruments, with notable corporate affiliations and a distinctive adviser compensation structure.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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