Advisor at IAMS Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IAMS Wealth Management, LLC
Location
Omaha, NE 68022
Credentials
Series 65
Industry experience
7 years
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.
Based on IAMS Wealth Management, LLC
Based on IAMS Wealth Management, LLC
Fixed financial planning fees up to $10,000; other consulting fixed fees negotiated case-by-case
$0 - $500,000: 1.85% annually $500,000 - $1,000,000: 1.70% annually $1,000,000 - $2,000,000: 1.55% annually $2,000,000+: Negotiable
Commissions from insurance products and securities sales by dually licensed representatives
Up to $300 per hour for specific financial planning or consulting services
Account minimum: $25,000 Minimum fee: $100 per account, per year, prorated monthly ($8.33/month) administrative and technology fee Fee-only: Financial planning fixed fees up to $10,000; hourly fees up to $300/hour
18881 West Dodge Road, Suite 180 E
Omaha, NE 68022
Nebraska
IAMS Wealth Management
2016 - Present (10 years)
Sarpy County Public Defender Office
2016 - 2016 (1 year)
Johnson & Mock Attorneys at Law
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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