Want the Independent Feeling
with big business capabilities?
Meet IAMS Wealth Management.
Join a network of advisors that are getting the best of both worlds. With unique offerings that prioritize you AND your clients, IAMS is built by advisors, for advisors.
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Charles R.
Heuring
President
& CEO
Michael
Hansen, JD
Vice President &
Chief Compliance Officer
Duncan
Smith
Director of
National Sales
Zach Reeg,
CFP®
Director of
Financial Planning
Mary
Schiefelbein
Operations
Coordinator
Chris
Ramelb
Accounting Manager
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Families
Served
Served
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Advisors
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BranchOffices
Nobody knows us better than those we already support. Here’s what some of our advisors have had to say about being a part of the IAMS family:
“Working with IAMS has been an absolute pleasure. Their "2 ring guarantee" ensures that they are always accessible when we need them, and it’s come in handy more than a few times when I’ve had a client in my office. Their operational support is seamless, and they've played a pivotal role in our business growth. It's like having family in the finance world.”
“We've been with IAMS Wealth Management for 5 years and their personalized service sets them apart. They truly make you feel like family. Their systems and support have streamlined our financial processes, saving us time and money, and their insights and dedication have contributed significantly to our growth. I don’t think my advisory business would be where it is without their help.”
“The team at IAMS Wealth Management truly understands what it means to be partners. Their proactive approach to operational support has allowed us to focus on growing our client base and expanding our services. Their expertise has been instrumental in helping us exceed our business goals and it’s hard to overstate the peace of mind knowing they always have my back.”
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