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Kevin R

Series 63, Series 65

Egg Harbor Township, NJ

IAMS Wealth Management, LLC

Kevin Rutledge is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at multiple firms, including FOUNDATIONS INVESTMENT ADVISORS, LLC and Impact Partnership Wealth, LLC. He also advises clients on annuity and life insurance products through his own businesses, My Retirement Peace of Mind and Calm Seas Retirement Strategies. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm employs discretionary portfolio management using proprietary and third‑party models, offers a range of investment instruments including equities, ETFs, and structured products, and operates a network of co‑branded investment adviser representatives with distinctive corporate affiliations.

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