Stephen Chad Clubb
Investment adviser representative at Iams Wealth Management, LLC
13 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
13 years in the industry.
- Iams Wealth Management, LLCSep 2021 to now
- Independent Insurance AgentSep 2021 to Dec 2021
- Delaware Valley AdvisorsDec 2019 to Dec 2020
- Minnesota Life Insurance CompanyDec 2019 to Dec 2020
- Securian Financial ServicesDec 2019 to Dec 2020
- Wells Fargo Bank, NAJun 2017 to Nov 2019
- Wells Fargo Clearing Services, LLCJun 2017 to Nov 2019
- The O.N. Equity Sales CompanyApr 2016 to Jan 2017
- Ohio NationalJul 2015 to Jan 2017
- Unison Financial Associaties LLPOct 2013 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2020
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
- 6162312
- Firm CRD
- 286085