Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Randal Latta is an Investment Advisor Representative with Iams Wealth Management, LLC. Matthew Latta is registered in Georgia. Matthew Latta has been in the industry since January 2015 and has a Series 65 license. Iams Wealth Management, LLC is a Registered Investment Adviser that provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm is based in Omaha, Nebraska and has a total of 1652 accounts under management.
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
11/19/2018 - Present
Iams Wealth Management, LLC (OMAHA NE)
IA
Issued 10/29/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Matthew Latta is the right advisor for you? Invested Better is here to help.
