Michael Paul Wyant
Investment adviser representative at Iams Wealth Management, LLC
14 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
14 years in the industry.
- Entingh Financial ServicesJan 2025 to now
- Iams Wealth Management, LLCSep 2024 to now
- Plancheck, LLCSep 2019 to now
- Pentegra Distributors IncMay 2013 to Sep 2019
- Pentegra Investors Inc.May 2013 to Sep 2019
- Aps-pentegraMay 2012 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4052520
- Firm CRD
- 286085