Kaukauna, WI Office

Brian Dvorak is a financial advisor at IAMS Wealth Management, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has been with IAMS Wealth Management and his own firm, Dvorak Wealth Management, since 2017. Prior to that, he worked at Dvorak & Associates, Inc. from 2009 to 2017. Outside of advising, he is involved in selling insurance and annuities on a commission basis. IAMS Wealth Management, LLC serves individual investors, corporations, retirement plans, trusts, and other business entities by providing investment advisory and financial planning services. The firm employs discretionary portfolio management using a range of instruments and model portfolios, with operational practices that include AI research tools and household account aggregation.

Kalon Dvorak is a financial advisor at IAMS Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dvorak Wealth Management and the University of Wisconsin-Milwaukee. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm uses discretionary portfolio management with model-based strategies, incorporating a broad range of investment instruments and operational practices such as AI tools for research and meeting transcription.