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Tevin Michael Gamble

Iams Wealth Management, LLC

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About Tevin Michael Gamble

Tevin Gamble is an investment advisor representative at Iams Wealth Management, LLC. Tevin has been in the industry for over 5 years and is registered with the state of Wisconsin. Tevin specializes in working with high-net-worth individuals, corporations, and charitable organizations. Tevin has a background in financial planning, pension consulting, and portfolio management for businesses and individuals. Tevin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Tevin Gamble 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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Tevin Gamble’s Registration & Firm History

NE

10/19/2020 - Present

Iams Wealth Management, LLC (OMAHA NE)

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Licenses & Designations

IA

Issued 05/22/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tevin Michael Gamble.
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