Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Kaiser is an investment advisor representative at Iams Wealth Management, LLC. Patrick has over 30 years of experience in the financial services industry. Patrick is registered in Illinois and has a Series 6, 62, 63 and 65 license. Patrick has a strong track record of helping clients reach their financial goals. Patrick specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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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2
IL
08/17/2021 - Present
Iams Wealth Management, LLC (ORLAND PARK IL)
IL
07/18/2011 - 12/31/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (TINLEY PARK IL)
IL
05/01/2009 - 03/16/2011
WORLD EQUITY GROUP, INC. (TINLEY PARK IL)
IL
01/04/2005 - 06/29/2007
WORKMAN SECURITIES CORPORATION (TINLEY PARK IL)
KS
07/09/1996 - 12/31/2004
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
IA
04/04/1996 - 07/15/1996
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NE
01/26/1996 - 04/04/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
KS
01/03/1995 - 01/25/1996
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NE
08/22/1991 - 12/31/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
06/16/1989 - 04/09/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
05/01/1985 - 06/17/1989
SECURITIES AMERICA, INC.
IA
Issued 05/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/26/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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