Phoenix, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$393,235,286
ClientsTotal clients
1,612
AdvisorsAdvisors at this office
2
Of 53 advisors across 38 offices
Location
Phoenix AZ
Advisors at this office
2
Advisors at this office
Tanner G
Series 65
Phoenix, AZ
IAMS Wealth Management, LLC
Tanner German is a financial advisor at IAMS Wealth Management, LLC with three years of industry experience and holds a Series 65 designation. He has worked in various roles including investment advisory and real estate sales, and is also involved in marketing services through GolfCourseHomes.com, LLC. Additionally, he provides web design and development consulting through DaVinci Digital. 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 using proprietary and third-party model portfolios with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.
James B
CFP®, Series 63
Phoenix, AZ
IAMS Wealth Management, LLC
James Baumann is a CFP® with 38 years of industry experience, currently serving at IAMS Wealth Management, LLC since 2019. He previously worked at Client One Securities, LLC for eight years and has been self-employed since 1986. Baumann is also involved in the sale of 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 using proprietary and third-party model portfolios, focusing on asset allocation across equities, ETFs, fixed income, and alternative instruments.
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