Ian C Turner
Investment adviser representative at Iams Wealth Management, LLC
17 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
17 years in the industry.
- Turner Financial Wealth ManagementJan 2022 to now
- Iams Wealth Management, LLCOct 2017 to now
- Gradient Advisors, LLCOct 2013 to Oct 2017
- Retirement Resources Group LLCFeb 2009 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 4174565
- Firm CRD
- 286085