Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dvorak is an investment advisor representative with Iams Wealth Management, LLC. Brian has been in the industry for over 13 years and has experience in providing financial advice to individuals, businesses, and charitable organizations. Brian has passed the Series 65 and Series 66 exams, and he is registered to provide investment advice in Illinois, Michigan, and Wisconsin. Brian is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Personal Financial Advisors (NAPFA). Brian's areas of expertise include financial planning, portfolio management, and retirement planning. In addition to his work at Iams Wealth Management, Brian also owns and operates Dvorak Wealth Management, a firm that provides insurance and annuity products.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other advisers; percentage of plan assets
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2
WI
08/14/2017 - Present
Iams Wealth Management, LLC (Kaukauna WI)
WI
03/06/2009 - 07/16/2012
USA FINANCIAL SECURITIES CORPORATION (APPLETON WI)
WI
01/26/2009 - 02/12/2009
PACKERLAND BROKERAGE SERVICES, INC. (KAUKAUNA WI)
WI
04/29/2008 - 01/16/2009
MORGAN STANLEY & CO. INCORPORATED (APPLETON WI)
IA
Issued 07/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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