Russell Thomas Stellfox
Investment adviser representative at Iams Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$397.2MFirm assets
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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
20 years in the industry.
- Stellfox FinancialJul 2026 to now
- Iams Wealth Management, LLCAug 2024 to now
- Calton & Associates, Inc.Aug 2024 to now
- Senior Planning GroupAug 2024 to now
- Ameritas Advisory Services, LLCNov 2021 to Jul 2024
- Seasons Change FinancialDec 2008 to Jul 2026
- Ameritas Investment CorpOct 2006 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 3243548
- Firm CRD
- 286085