Liberty Streeter
Investment adviser representative at Bam Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$202MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Bam Wealth Management LLCMar 2026 to now
- Bam Advisory GroupSep 2025 to now
- Fidelity InvestmentsDec 2023 to Aug 2025
- Josh.aiMay 2023 to Dec 2023
- Ameriprise Financial - Gratium Wealth Planning GroupOct 2022 to May 2023
- Olive GardenFeb 2022 to Feb 2022
- NannyAug 2021 to Oct 2022
- UnemploymentJan 2021 to Aug 2021
- Tampa Holiday LightsOct 2020 to Jan 2021
- GapAug 2020 to Oct 2020
- UnemploymentJan 2020 to Aug 2020
- Univeristy of South FloridaAug 2019 to Dec 2022
- Palm Valley Outdoors Bar and GrillApr 2017 to Dec 2019
- Allen D. Nease High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Bam Wealth Management LLC
$202MAssets managed
288Clients
8Advisers
1 yearIn 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
- 7497020
- Firm CRD
- 330237