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
Tamaqua, PA 18252
Credentials
CFP®, Series 63, Series 66
Industry experience
20 years
Fixed fees up to $10,000 for broad-based financial planning; annual fixed fee up to $200 for Self-Directed Brokerage Account services
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001+: 0.75%
Commission-based compensation earned by licensed insurance agents affiliated with firm for insurance products, separate from advisory fees
Up to $300 per hour for specific financial planning or consulting services
Account minimum: $25,000 (may be waived at firm's discretion; can combine related accounts) Minimum fee: Administrative and technology fee of $100 per account per year (prorated $8.33 per month) in addition to advisory fees Fee-only: Fixed fees up to $10,000 for broad-based financial planning; hourly fees up to $300 for specific consulting services
Senior Planning Group
2024 - Present (2 years)
Iams Wealth Management
2024 - Present (2 years)
Calton & Associates, Inc.
2024 - Present (2 years)
Ameritas Advisory Services, LLC
2021 - 2024 (3 years)
Seasons Change Financial
2008 - Present (18 years)
Ameritas Investment Corp
2006 - 2024 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Orwigsburg, PA
Edward Jones
Series 66
Pottsville, PA
Ameriprise
CFP®, Series 63
Schuylkill Haven, PA
Edward Jones
Series 66
Tamaqua, PA
Edward Jones
Series 63, Series 66
Hazleton, PA
Edward Jones
CFA®, Series 63
Cressona, PA
Yuenling Asset Management
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