Kevin
Klickna

Iams Wealth Management, LLC

CRD#5640324
Investment Advisor
in Rochester, IL

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About this Advisor

Kevin Klickna is a financial advisor working out of Rochester, Illinois who has 2 years of industry experience. Klickna works at Iams Wealth Management, LLC. Over the course of their career, Klickna has held roles at Axa Advisors, LLC, Equitable Advisors, LLC, Iams Wealth Management, LLC and Independent Insurance Agent. Klickna has Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in Illinois. Iams Wealth Management, LLC is a registered investment business that has its headquarters in Omaha, NE. It has offices in 44 locations and a total of 56 financial advisors. It manages $153 million in assets among its 1,344 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 1,344 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. However, fee types billed by Iams Wealth Management, LLC most likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Rochester, IL

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Iams Wealth Management, LLC Brokerage Details

Total Assets Under Management

$152,658,052

IL Average: $1,978,216,465
Total Number of Employees

56

IL Average: 226
Total Number of Accounts

1,344

IL Average: 7,467
Average Account Size

$113,585

IL Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kevin Klickna Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Iams Wealth Management, LLC

2021 - Present (3 years)

Independent Insurance Agent

2012 - 2020 (8 years)

Axa Advisors, LLC

2012 - 2021 (9 years)

Equitable Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Klickna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Iams Wealth Management, LLC

Tyler Woodbrey
Lindon, UT
Jason Arredondo
San Antonio, TX
Terrell Gamble
Omaha, NE
Curtis Cottle
Grand Rapids, MI
Stephen Clubb
Omaha, NE
Heidi Behnke
Omaha, NE
Kristi Bartholomew
Omaha, NE
Jordan Paff
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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