Chad
Carlos
Iams Wealth Management, LLC
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About this Advisor
Chad Carlos is a financial advisor based in Elkhorn, Nebraska, working with Iams Wealth Management, LLC. Chad has previously held positions at Td Ameritrade, Remedy Staffing, Antler Country Landscaping, University Of Nebraska At Lincoln, Shadow Ridge Country Club, Securian Financial Services Inc, Minnesota Life Insurance Co, Renaissance Financial Corp, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Chad has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Chad is part of Iams Wealth Management, LLC, which operates out of Elkhorn, Nebraska. The firm has 41 offices and 54 employees. The firm manages assets totaling $343.0 million and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Iams Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Iams Wealth Management, LLC Brokerage Details
$343,012,390
54
2,104
$163,029
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Chad Carlos Work History
Cetera Advisor Networks LLC
Cetera Investment Advisers LLC
Renaissance Financial Corp
Securian Financial Services Inc
Minnesota Life Insurance Co
Td Ameritrade
Remedy Staffing
Antler Country Landscaping
University Of Nebraska At Lincoln
Shadow Ridge Country Club
Disclosures
Please visit the SEC profile of Chad Carlos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iams Wealth Management, LLC
Elkhorn, NE
Elkhorn, NE
Elkhorn, NE
Elkhorn, NE
Elkhorn, NE
Elkhorn, NE
Elkhorn, NE
Elkhorn, NE
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