Carter Schmitz
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.
- Next Point Technology, Inc.Jan 2026 to now
- Iams Wealth Management, LLCSep 2025 to now
- The Integrity Group, LLC.Sep 2025 to now
- Augustana UnivsersitySep 2023 to now
- Augustana UniversityJun 2022 to now
- Northwestern Mutual Investment Services LLCApr 2025 to Aug 2025
- Northwestern Mutual Life Insurance CompanyJan 2025 to Aug 2025
- Girton AdamsMay 2024 to Aug 2024
- Best BuyJul 2021 to Feb 2023
- ApplebeesJun 2020 to Mar 2021
- Stevens High SchoolAug 2018 to May 2022
- Southwest Middle SchoolAug 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 8000969
- Firm CRD
- 286085