Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Thomas Reeg is a financial advisor at Iams Wealth Management, LLC, with over 5 years of experience in the financial services industry. Zachary has a strong background in financial planning and investment management, and is committed to providing personalized advice and services to his clients. He is also a Certified Financial Planner and holds the Series 65 license. Zachary is registered with the state of Nebraska and has additional licenses in California and Texas. Zachary is committed to helping his clients achieve their financial goals.
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
1
2
NE
06/30/2021 - Present
Iams Wealth Management, LLC (OMAHA NE)
IA
Issued 04/27/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Zachary Reeg is the right advisor for you? Invested Better is here to help.
