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Robert James Ricci

Iams Wealth Management, LLC

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About Robert James Ricci

Robert James Ricci is an Investment Advisor Representative at Iams Wealth Management, LLC. Robert has been a registered representative since 1982 and has experience in the financial services industry. Robert has offices in Omaha, Nebraska and Marlton, New Jersey. The firm specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Robert Ricci 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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Robert Ricci’s Registration & Firm History

NE

08/04/2022 - Present

Iams Wealth Management, LLC (OMAHA NE)

GA

12/01/1987 - 12/08/2004

FSC SECURITIES CORPORATION (ATLANTA GA)

NA

12/20/1982 - 12/19/1987

CIGNA SECURITIES, INC.

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Licenses & Designations

IA

Issued 06/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/1989

Series 24 - General Securities Principal Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/17/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert James Ricci.
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