Tyler Joseph Prescott
Investment adviser representative at Iams Wealth Management, LLC
14 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
14 years in the industry.
- American Elm Distribution PartnersJul 2025 to now
- Iams Wealth Management, LLCJan 2024 to now
- Independent Insurance AgentJan 2024 to now
- UnemployedAug 2023 to Oct 2023
- Bancwest Investment Services, Inc.Dec 2021 to Jul 2023
- Bank of the WestDec 2021 to Jul 2023
- Applied UnderwritersAug 2021 to Nov 2021
- Thrivent FinancialMar 2020 to Aug 2021
- Eaton Vehicle GroupSep 2016 to Mar 2020
- Thrivent Investment Management IncFeb 2012 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7211890
- Firm CRD
- 286085