Dublin, OH Office
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IAMS Wealth Management, LLC
Multi-team
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About
IAMS Wealth Management, LLC provides investment advisory and financial planning to a mix of individual investors (including both non‑high net worth and high net worth clients), corporations, retirement plans, trusts, and other business entities. Offerings include discretionary portfolio management using proprietary and third‑party model portfolios, referrals to third‑party investment advisers, ERISA 3(21) plan services, self‑directed brokerage support for plan participants, and standalone financial planning and consulting.
The firm generally manages accounts on a discretionary basis, tailoring asset allocations and implementing model‑based strategies while permitting written client restrictions and periodic reviews (at least annually). Its disclosures describe the use of a broad set of instruments — equities, ETFs, fixed income, direct indexing, and in some cases cryptocurrency and structured products — and note operational practices such as the use of AI tools for research and meeting transcription and household aggregation of accounts for fee breakpoints.
IAMS Wealth is distinctive for its corporate affiliations and distribution relationships: principals also own an insurance field marketing organization (Insurance Agency Marketing Services, Inc.) and have an ownership interest in American Elm Distribution Partners (AEDP), a wholesale broker‑dealer that distributes RILAs and other variable products, matters the firm discloses as creating potential conflicts of interest. It also operates through a network of co‑branded investment adviser representatives across many small offices, uses an “IAR remainder” compensation model and periodic incentive programs for IARs, and maintains a $25,000 account minimum—features that differentiate its adviser network and compensation mix within enterprise‑scale advisory firms.
Based on IAMS Wealth Management, LLC
Expertise
Based on IAMS Wealth Management, LLC
Location
5650 Blazer Parkway
Dublin OH 43017
Advisors at this office
3
Advisors at this office
John E
Series 65
Dublin, OH
IAMS Wealth Management, LLC
John Entingh is a Series 65-registered financial advisor with nine years of experience at IAMS Wealth Management, LLC. He is also the president and owner of Entingh Financial Services and serves as president of Annuity Advisors Inc., where he offers fixed annuities and life insurance. His career spans over two decades in financial services. 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 proprietary and third-party model portfolios, focusing on client objectives and risk tolerances.
Wendell B
Series 65
Dublin, OH
IAMS Wealth Management, LLC
Wendell Bennett is a financial advisor at IAMS Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Entingh Financial Services since 2004. 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 proprietary and third-party model portfolios and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.
Michael W
Series 63, Series 65
Dublin, OH
IAMS Wealth Management, LLC
Michael Wyant is a financial advisor at IAMS Wealth Management, LLC in Dublin, OH, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pentegra Investors Inc. and related entities. Outside of his advisory role, he is a partner in Plancheck, LLC, a non-investment related sales and marketing business. 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 model portfolios, financial planning, and consulting, with a broad range of investment instruments and operational practices including AI tools and household account aggregation.
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