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Adam Broadrick Clements

Iams Wealth Management, LLC

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About Adam Broadrick Clements

Adam Broadrick Clements is a financial advisor at Iams Wealth Management, LLC. Adam has been in the financial services industry for over five years, and has experience with estate planning and retirement planning. Adam is also a Certified Financial Planner and a Chartered Financial Consultant. Adam works with individual clients, corporations and charitable organizations. Iams Wealth Management, LLC provides financial planning, portfolio management, pension consulting, and selection of other advisors.

Firm Information

Adam Clements is currently registered with Iams Wealth Management, LLC. Iams Wealth Management, LLC is an Omaha, NE-based registered investment advisor with over 213 million dollars in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. They also offer services to select other investment advisors.
Iams Wealth Management, LLC

14507 CALIFORNIA STREET

OMAHA, NE 68154

$213.24M

Assets Under Management

35

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other advisers; percentage of plan assets

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Adam Clements’s Registration & Firm History

SC

02/03/2017 - Present

Iams Wealth Management, LLC (Simpsonville SC)

CA

07/15/2015 - 07/15/2016

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 07/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Broadrick Clements.
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