Philip Justin Eickhoff
Investment adviser representative at Iams Wealth Management, LLC
13 yearsExperience
3 statesRegistered in
$397.2MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Iter-silva Financial GroupJan 2024 to now
- Iams Wealth Management, LLCSep 2021 to now
- Summit Kai-zen FinancialMay 2019 to Jan 2023
- Summit Settlement Group, Int'lMar 2019 to Jan 2024
- Summit Settlement Group, InternationalAug 2013 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NH, OR, WI).
Iams Wealth Management, LLC
$397.2MAssets managed
1,633Clients
53Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2849863
- Firm CRD
- 286085