Zachary Thomas Reeg
Investment adviser representative at Iams Wealth Management, LLC
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Goodlife Wealth ManagementJan 2022 to now
- Iams Wealth Management, LLCJan 2021 to now
- Cwm, LLCFeb 2019 to Jan 2021
- Cwm, LLC dba Carson WealthAug 2018 to Feb 2019
- Texas RangersJun 2018 to Jul 2018
- Cwm, LLC dba Carson WealthJun 2017 to Aug 2017
- Augustana UniversityJun 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, NE, TX).
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
- 6812092
- Firm CRD
- 286085