Brady Stephen Pelzer
Investment adviser representative at Iams Wealth Management, LLC
11 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
11 years in the industry.
- Iams Wealth Management, LLCApr 2025 to now
- Pelzer Capital, LLCMar 2025 to now
- Exclusive Strategic, LLC.Jul 2024 to now
- Insurance Agency Marketing ServicesNov 2021 to Jul 2024
- Fidelity Financial Corp.Jun 2019 to Nov 2021
- Nebraska Furniture MartDec 2018 to May 2019
- Northwestern MutualMay 2018 to Nov 2018
- Full-time StudentJan 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6949541
- Firm CRD
- 286085