David
Voydik
Iams Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Voydik is a financial advisor working in Beaverton, Oregon with a total of 2 years of relevant experience. Voydik works at Iams Wealth Management, LLC. Throughout their career, they have worked at Princor Financial Services Corp, Principal Life Ins Co, Allstate Insurance Co, Madison Avenue Securities, LLC, Iams Wealth Management and Peak Performance Concepts. Voydik has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Oregon. Iams Wealth Management, LLC is a registered investment firm that has its headquarters in Omaha, NE. The firm has offices in 44 locations and a total of 56 employees. It administers $153 million in total assets among its 1,344 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advice to two charitable organizations. Of its 1,344 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in investable assets. Iams Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on the type of financial services. However, fee types charged by Iams Wealth Management, LLC likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Iams Wealth Management, LLC Brokerage Details
$152,658,052
56
1,344
$113,585
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
David Voydik Work History
David has been registered as a financial advisor for 2 years.*
Iams Wealth Management
Peak Performance Concepts
Madison Avenue Securities, LLC
Iams Wealth Management
Princor Financial Services Corp
Principal Life Ins Co
Allstate Insurance Co
Peak Performance Concepts
*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 David Voydik 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
Omaha, NE
San Antonio, TX
Lindon, UT
Omaha, NE
Omaha, NE
Grand Rapids, MI
Dallas, TX
Omaha, NE
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
