IAMS Wealth Management, LLC

Kyle Satterlee is a financial advisor at IAMS Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass Financial Group, LLC since 2007, where he serves as managing member and is involved in the sale of various insurance products. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and consulting services, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Matthew Gill is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with IAMS Wealth Management since 2018. In addition to his advisory role, he is the managing member of Westwood Financial Solutions, LLC, a life insurance, annuities, and mortgage brokerage business, and provides consulting services for financial professionals through A.C.E.S. Advisor Consulting & Education. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm focuses on discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios across various asset classes.

Scott Walker is a financial advisor at IAMS Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at IAMS since 2017. Prior to that, he was with Virtue Capital Management, LLC, and he has been involved with Walker Group, Inc. since 2009. Outside of his advisory role, Walker operates as an independent insurance agent and provides outsourced estate planning services through Legacy Lock. IAMS Wealth Management offers 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 range of asset classes and model portfolios.

Robert Ricci is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been an owner and independent insurance agent at Solid Rock Financial since 1995, specializing in life insurance, long-term care, 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, utilizing a range of investment strategies including proprietary and third-party model portfolios.

Steven Greig is a financial advisor at IAMS Wealth Management, LLC with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Gradient Advisors, CreativeOne Wealth, and The Retirement Strategies. Outside of his advisory work, he is the owner and agent of The Insurance Strategies, providing life, health, and long-term care insurance services. 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 tailored to client objectives, employing a mix of proprietary and third-party model portfolios with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Michael Hansen is a Series 65-licensed financial advisor with IAMS Wealth Management, LLC in Omaha, NE, where he has worked for 10 years. He has seven years of industry experience, including prior roles at the Sarpy County Public Defender Office and Johnson & Mock Attorneys at Law. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of asset classes and both proprietary and third-party model portfolios.

Matthew Latta is a financial advisor at IAMS Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with IAMS Wealth Management since 2018 and is also involved with Annuity Client Solutions as an annuity sales and insurance agent. 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 using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.

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 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.

Jonathan Moore is an investment advisor representative at IAMS Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Dunn Bailey Lamb & Moore and Legacy Tax & Wealth Management. Outside of advisory roles, Moore is involved in tax preparation, bookkeeping, and QuickBooks coaching through his ownership of Moore & Associates of TN and Legacy Tax, Inc. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing a mix of proprietary and third-party model portfolios with an asset-allocation strategy that includes equities, ETFs, fixed income, and alternative instruments.

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.

Michael Audi is a financial advisor at IAMS Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2019. Additionally, he serves as president of MLA Finance, where he focuses on annuities, life insurance, and retirement planning. 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 using a diversified asset-allocation approach and manages over $343 million in discretionary assets.

Jordan Paff is a financial advisor at IAMS Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining IAMS Wealth Management, he worked as an Independent Insurance Agent and is currently president of Simply Disciples Incorporated. 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 using a diversified asset-allocation approach tailored to client objectives and risk tolerances.

Jack Carini is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at IAMS Wealth Management since 2017 and previously at Foresters Equity. Carini also owns Carini Financial, where he provides insurance and investment planning services and conducts educational meetings for investment adviser representatives. 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 tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios with an asset-allocation approach.

Tyler Prescott is a financial advisor with IAMS Wealth Management, LLC in Omaha, NE, holding a Series 66 designation and four years of industry experience. His prior roles include positions at BancWest Investment Services, Bank of the West, and Thrivent Financial. He also serves as an Independent Insurance Agent and a Sales Supervisor with American Elm Distribution Partners. 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 tailored to client objectives, employing both proprietary and third-party model portfolios with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.