Tyler Prescott
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.
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 66
Industry experience
5 years
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.
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
American Elm Distribution Partners
2025 - Present (1 year)
IAMS Wealth Management
2024 - Present (2 years)
Independent Insurance Agent
2024 - Present (2 years)
UnEmployed
2023 - 2023 (1 year)
BancWest Investment Services, Inc.
2021 - 2023 (2 years)
Bank of the West
2021 - 2023 (2 years)
Applied Underwriters
2021 - 2021 (1 year)
Thrivent Financial
2020 - 2021 (1 year)
Thrivent Financial
2020 - 2020 (1 year)
Eaton Vehicle Group
2016 - 2020 (4 years)
Walmart
2013 - 2016 (3 years)
Chadron State College
2012 - 2016 (4 years)
Thrivent Investment Management Inc
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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