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Herbert Kenneth Catledge

Iams Wealth Management, LLC

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About Herbert Kenneth Catledge

Herbert Kenneth Catledge is a Registered Investment Advisor Representative with Iams Wealth Management, LLC. Herbert has been in the industry since 2003 and holds Series 6, 63, and 65 licenses. Herbert specializes in financial planning and portfolio management for individuals and businesses. Herbert's primary office location is in Maryville, Tennessee.

Firm Information

Herbert Catledge 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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Herbert Catledge’s Registration & Firm History

TN

08/29/2018 - Present

Iams Wealth Management, LLC (Maryville TN)

TN

01/03/2005 - 06/14/2018

WOODMEN FINANCIAL SERVICES, INC. (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 08/17/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Herbert Kenneth Catledge.
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