Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Bartholomew is a registered Investment Advisor Representative with Iams Wealth Management, LLC. Kristi has been in the financial services industry since 2012. Kristi is licensed in Utah and Nebraska and holds a Series 65 license. Kristi has experience in financial planning, portfolio management, and retirement planning. Kristi is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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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NE
01/19/2023 - Present
Iams Wealth Management, LLC (OMAHA NE)
IA
Issued 07/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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