Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Moulthrop is a registered Investment Advisor Representative with Iams Wealth Management, LLC. Michael has been in the industry since March 2014 and has worked for firms such as Bankers Life, American Senior Benefits, and Horizons Insurance. Michael is currently registered with the state of Connecticut. Michael holds a Series 65 license. The firm's specialties include portfolio management, financial planning and pension consulting.
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
04/01/2021 - Present
Iams Wealth Management, LLC (OMAHA NE)
IA
Issued 03/03/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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