Chad Don Carlos
Investment adviser representative at Iams Wealth Management, LLC
11 yearsExperience
3 statesRegistered 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, LLCJul 2024 to now
- Cetera Advisor Networks LLCAug 2023 to Jul 2024
- Cetera Investment Advisers LLCAug 2023 to Jul 2024
- Renaissance Financial CorpMay 2021 to Jul 2024
- Minnesota Life Insurance CoMay 2021 to Aug 2023
- Securian Financial Services IncMay 2021 to Aug 2023
- TD AmeritradeMay 2018 to May 2021
- Remedy StaffingJun 2017 to Sep 2017
- Antler Country LandscapingMar 2016 to Mar 2018
- University of Nebraska At LincolnJun 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (IL, NE, 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
- 6960338
- Firm CRD
- 286085