Matthew
Latta
Iams Wealth Management, LLC
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About this Advisor
Matthew Latta is a financial advisor operating out of Omaha, Nebraska with a total of 5 years of industry experience. Latta is on the advisory team at Iams Wealth Management, LLC. Over the course of their career, they have held roles at Iams Wealth Management, LLC, Annuity Client Solutions, Eco Development and Extended Travel. Latta holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Georgia. Iams Wealth Management, LLC is an advisory company that has its headquarters in Omaha, NE. The investment advisory business has offices in 44 locations and a total of 56 advisors. It handles $153 million in assets between its 1,344 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 1,344 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company has 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 usually are based on which services the firm provides the client. However, fee types charged by Iams Wealth Management, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Matthew Latta Work History
Matthew has been registered as a financial advisor for 5 years.*
Iams Wealth Management, LLC
Annuity Client Solutions
Eco Development
Extended Travel
*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 Matthew Latta 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
Lindon, UT
Omaha, NE
San Antonio, TX
Omaha, NE
Rochester, IL
Omaha, NE
Grand Rapids, MI
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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