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Michael H
Series 65
Omaha, NE
IAMS Wealth Management, LLC
Michael Hansen is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, holding a Series 65 credential with seven years of industry experience. He has been with IAMS Wealth Management for 10 years. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and business entities. The firm offers discretionary portfolio management using proprietary and third-party models, ERISA 3(21) plan services, and standalone financial planning, employing a range of investment instruments and operational tools including AI for research and meeting transcription.
Brady P
Series 65
Omaha, NE
IAMS Wealth Management, LLC
Brady Pelzer is a financial advisor at IAMS Wealth Management, LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Fidelity Financial Corp., Northwestern Mutual, and Nebraska Furniture Mart. He is also involved with Pelzer Capital, LLC and Exclusive Strategic, LLC, where he serves as an owner and insurance agent. Additionally, he provides outsourced estate planning services through Legacy Lock, LLC. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management with an asset-allocation approach incorporating equities, ETFs, fixed income, and alternative instruments.
Duncan S
Series 63, Series 65
Omaha, NE
IAMS Wealth Management, LLC
Duncan Smith is a financial advisor at IAMS Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zacks Investment Management and Fisher Investments. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios with a diversified asset-allocation approach.
John F
Series 65
Omaha, NE
IAMS Wealth Management, LLC
John Fritsch is a Series 65-licensed financial advisor with eight years of industry experience, currently with IAMS Wealth Management, LLC in Sioux Falls, SD. He has been with IAMS since 2018 and also serves as a general agent at Financial Benefits Company, where he has worked since 1992. Outside of finance, he is a partner in Dakota Spirit LLC, a youth cheerleading training and competition club. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm focuses on discretionary portfolio management using proprietary and third-party model portfolios, serving a diverse client base including high-net-worth individuals.
Tyler P
Series 66
Omaha, NE
IAMS Wealth Management, LLC
Tyler Prescott is a financial advisor with IAMS Wealth Management, LLC in Omaha, NE. He holds a Series 66 designation and has five years of industry experience. His career includes roles at BancWest Investment Services, Inc., Bank of the West, and Thrivent Financial. In addition to his advisory work, he is an Independent Insurance Agent and a Sales Supervisor with American Elm Distribution Partners. 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 with tailored asset allocations and a variety of investment instruments, and it is known for its corporate affiliations and extensive adviser network.
Samuel P
Series 65
Omaha, NE
IAMS Wealth Management, LLC
Samuel Pimper is a financial advisor with IAMS Wealth Management, LLC, holding a Series 65 designation and located in Omaha, NE. He has experience working at Lazarus Retirement Solutions, Lazarus Insurance LLC, Lazarus Investment Services Inc, and Lee Enterprises. IAMS Wealth Management provides investment advisory and financial planning services to a range of clients including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, and employs a variety of investment instruments alongside AI tools and household account aggregation.
Kristopher H
Series 63, Series 66
Omaha, NE
IAMS Wealth Management, LLC
Kristopher Heig is a financial advisor at IAMS Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ashton Thomas Private Wealth, Brinker Capital Securities, and Orion Advisor Technology. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management using proprietary and third-party models, pension plan services, and standalone financial planning, utilizing a wide range of investment instruments and operational tools.
Charles H
Series 65, Series 63
Omaha, NE
IAMS Wealth Management, LLC
Charles Heuring is a financial advisor at IAMS Wealth Management, LLC in Omaha, NE, holding Series 65 and Series 63 designations with nine years of industry experience. He has been with IAMS Wealth Management and its affiliate IAMS, Inc. since 2016. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm employs discretionary portfolio management with proprietary and third-party model portfolios, supports various account types, and uses a range of investment instruments along with AI tools for research and operational efficiency.
Chad C
Series 66
Omaha, NE
IAMS Wealth Management, LLC
Chad Carlos is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Renaissance Financial Corp and TD Ameritrade. In addition to his advisory role, he maintains a licensed insurance agent position focused on fixed life and health insurance and annuities. IAMS Wealth Management serves a diverse client base, including individual investors, corporations, retirement plans, and trusts, offering discretionary portfolio management, financial planning, and consulting. The firm employs a range of investment instruments and utilizes AI tools in its operations, distinguishing itself through its corporate affiliations and a broad adviser network.
Zachary R
CFP®, Series 65
Omaha, NE
IAMS Wealth Management, LLC
Zachary Reeg is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with IAMS Wealth Management, LLC and Goodlife Wealth Management. He has held roles at Goodlife Wealth Management since 2022 and at IAMS Wealth Management since 2021, with prior experience at CWM, LLC and a brief tenure with the Texas Rangers. Outside of his advisory work, he is president and owner of Goodlife Wealth Management, where he also manages life and health insurance and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives using a mix of proprietary and third-party model portfolios and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.
David R
Series 63, Series 65
Omaha, NE
IAMS Wealth Management, LLC
David Ricchini is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining IAMS Wealth Management, Ricchini worked at Apollon Wealth Management, Wealthplan Investment Management, Brinker Capital Securities, Orion Portfolio Solutions, and TD Ameritrade. Outside of finance, he has experience in golf course operations and has held roles at the University of Nebraska at Omaha. IAMS Wealth Management, LLC 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 range of investment instruments while utilizing AI tools and a network of co-branded advisers.
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