Insurance Agency Marketing Services
October 3, 1986
Insurance Agency Marketing Services, Inc., the insurance marketing division of IAMS Wealth Management, was founded in 1986. From its roots as an annuities-only shop, IAMS Inc….
Read moreIAMS Wealth Management was founded
October 3, 2016
Using the same core principals of IAMS Inc. 30 years prior, IAMS Wealth Management set out to put client and advisor service at the forefront…
Read moreWelcomed our first advisors
October 3, 2017
We welcomed our first advisors and launched the IAMS WM Turnkey Asset Management Platform (TAMP) for our branch offices. By positioning ourselves as a manager…
Read moremore than 30 advisors across 25 states
December 31, 2018
By the end of 2018, IAMS WM had expanded to more than 30 advisors across 25 states. Our investment platform grew from 2 managers and…
Read moreDoubled the amount of assets managed
December 31, 2020
As the global pandemic impacted everyday life, IAMS Wealth Management was able to nearly double the amount of assets managed while adding an additional 10…
Read moreIAMS Direct Program
November 17, 2021
We introduced our IAMS Direct Program offering clients the ability to work with our home office directly for their investment management needs. This in-house expertise…
Read moreNew Location
April 13, 2022
Originally based out of the IAMS Inc. home office, IAMS WM moved to our own standalone office in April 2022. We now serve more than…
Read more
