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Reid Jeffrey Simpson

Iams Wealth Management, LLC

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About Reid Jeffrey Simpson

Reid Simpson is a financial advisor at Iams Wealth Management, LLC. Reid has over 8 years of experience in the financial services industry and has passed the Series 66, Series 7 and SIE exams. In addition to his experience as a financial advisor, Reid also has experience as a real estate salesperson and insurance agent. Reid has worked for other firms in the past including NEXT FINANCIAL GROUP, INC. and Personalized Financial. Reid specializes in providing financial planning services, pension consulting, and selection of other advisors to individuals, businesses, and high-net-worth clients.

Firm Information

Reid Simpson 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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Reid Simpson’s Registration & Firm History

AZ

08/07/2023 - Present

Iams Wealth Management, LLC (Scottsdale AZ)

AZ

08/12/2014 - 08/02/2021

NEXT FINANCIAL GROUP, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 10/06/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reid Jeffrey Simpson.
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