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Tyler Prescott

Advisor at IAMS Wealth Management, LLC

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IAMS Wealth Management, LLC logo

Firm

IAMS Wealth Management, LLC

Location

Omaha, NE 68022

Credentials

Series 66

Industry experience

5 years

About

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.

Client services

Based on IAMS Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers General consulting services

Expertise

Based on IAMS Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on IAMS Wealth Management, LLC

Founder/Business Owner Retired

Fee options

Fixed

Fixed financial planning fees up to $10,000; other consulting fixed fees negotiated case-by-case

Percentage

$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

Commissions from insurance products and securities sales by dually licensed representatives

Project-based

Up to $300 per hour for specific financial planning or consulting services

Other

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

Location

18881 West Dodge Road, Suite 180 E

Omaha, NE 68022

Most active in

Nebraska

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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