Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Don Carlos is an investment advisor representative at Iams Wealth Management, LLC. Chad has been in the industry since 2019. Chad is registered with the state of Nebraska. Chad is also registered with the state of Nebraska as an insurance agent. Chad has been employed with TD Ameritrade, Remedy Staffing, Antler Country Landscaping, University of Nebraska at Lincoln, Shadow Ridge Country Club, Elkhorn South High School, Securian Financial Services Inc, Minnesota Life Insurance Co, Renaissance Financial Corp, CETERA ADVISOR NETWORKS LLC, and CETERA INVESTMENT ADVISERS LLC. Chad holds the Series 66, Series 7TO and SIE exams. Chad is specialized in 1, 2, 4, 5, and 6.
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
1
2
NE
07/15/2024 - Present
Iams Wealth Management, LLC (OMAHA NE)
NE
08/10/2023 - 07/11/2024
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
06/02/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
09/25/2019 - 05/19/2021
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 10/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Chad Carlos is the right advisor for you? Invested Better is here to help.
