linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Duncan Cuyler Smith

Iams Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Duncan? Claim Your Profile

About Duncan Cuyler Smith

Duncan Cuyler Smith is an investment advisor representative at Iams Wealth Management, LLC. Duncan has been in the financial industry for over 10 years. Duncan holds both a Series 6 and a Series 63 license. Duncan has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Duncan specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Duncan is registered to provide investment advisory services in Illinois.

Firm Information

Duncan Smith 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Solicitor fees from other advisers; percentage of plan assets

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Duncan Smith’s Registration & Firm History

NE

10/29/2020 - Present

Iams Wealth Management, LLC (OMAHA NE)

IL

06/22/2009 - 09/13/2013

METLIFE SECURITIES INC. (DOWNERS GROVE IL)

Not sure if Duncan Cuyler Smith is right for you?

Licenses & Designations

IA

Issued 03/22/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Duncan Cuyler Smith.
Not sure if Duncan Cuyler Smith is right for you?