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William Bruce Campbell

Iams Wealth Management, LLC

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About William Bruce Campbell

William Bruce Campbell is an investment advisor representative currently registered with Iams Wealth Management, LLC. William has been in the industry since 2007, focusing on providing financial planning, pension consulting, and portfolio management services. Iams Wealth Management, LLC manages approximately $213,238,892 in assets for 1,652 clients, including individuals, corporations, charitable organizations, and high-net-worth individuals. William holds a Series 65 license and is currently registered with the state of Texas. William is also an owner/manager of Clearview Retirement Group, which is currently inactive.

Firm Information

William Campbell 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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William Campbell’s Registration & Firm History

TX

01/25/2017 - Present

Iams Wealth Management, LLC (Bedford TX)

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Licenses & Designations

IA

Issued 09/17/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Bruce Campbell.
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