Kristopher Alan Heig
Investment adviser representative at Iams Wealth Management, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Iams Wealth Management, LLCApr 2026 to now
- Bankers Life AdvisoryFeb 2026 to Apr 2026
- Bankers Life Securities, IncFeb 2026 to Apr 2026
- Bankers Life & Casualty, IncJan 2026 to Apr 2026
- UnemployedMay 2025 to Jan 2026
- Ashton Thomas Private Wealth, LLCDec 2023 to Mar 2025
- Brinker Capital SecuritiesJun 2022 to Sep 2023
- Orion Advisor Technology, LLCApr 2018 to Sep 2023
- Northern Lights Distributors, LLCApr 2018 to Nov 2019
- Cetera Advisor Networks, LLCJan 2017 to Apr 2018
- Cwm, LLCOct 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 3017920
- Firm CRD
- 286085