Kalon Patrick Dvorak
Investment adviser representative at Iams Wealth Management, LLC
10 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
10 years in the industry.
- Iams Wealth Management, LLCApr 2026 to now
- Dvorak Wealth ManagementDec 2025 to now
- Olive GardenApr 2025 to Nov 2025
- Iams Inc.Jun 2024 to Jul 2024
- North Shore Golf ClubJun 2023 to Aug 2024
- Uw-milwaukeeFeb 2023 to Dec 2025
- Dvorak Wealth ManagementJun 2022 to Aug 2024
- StudentApr 2016 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8257161
- Firm CRD
- 286085