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Kevin Dominic Klickna

Iams Wealth Management, LLC

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About Kevin Dominic Klickna

Kevin Dominic Klickna is a financial advisor in Rochester, IL. He has been in the financial services industry for over 12 years. Kevin is registered with Iams Wealth Management, LLC and is licensed in Illinois. Kevin also has experience as an Independent Insurance Agent. Kevin specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Kevin Klickna 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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Kevin Klickna’s Registration & Firm History

IL

07/23/2021 - Present

Iams Wealth Management, LLC (Rochester IL)

IL

01/21/2013 - 04/26/2021

EQUITABLE ADVISORS, LLC (SPRINGFIELD IL)

IL

03/30/2009 - 04/05/2011

AXA ADVISORS, LLC (SPRINGFIELD IL)

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Licenses & Designations

BOTH

Issued 06/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Kevin Dominic Klickna. Review regulatory record here.
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