JB
CFP
JB
CFP

James Henry Baumann

37 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
1,536 clients
Average Client Portfolio
$223K average
Assets Under Management
$343.0M

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+Included

Fees are negotiable within a range. A percentage of IAMS Wealth’s fee is paid to third-party model providers, ranging from 0.00% to 0.35% of total client assets under management. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

18881 West Dodge Road, Suite 180E, Omaha, NE, 68022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

James sells life, health insurance, and annuities.

Employment History
Current Registrations
Iams Wealth Management, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Client One Securities LLCBroker
March 2011 - October 2019 · 8 yrs 7 mos
Madison Avenue Securities, INC.Broker
November 2007 - June 2010 · 2 yrs 7 mos
Linsco/private Ledger CORP.Broker
August 1997 - December 2007 · 10 yrs 4 mos
Sun Investment Services CompanyBroker
January 1990 - August 1997 · 7 yrs 7 mos
Massachusetts Mutual Life Insurance CompanyBroker
March 1987 - January 1988 · 10 mos
MML Investors Services, INC.Broker
March 1987 - December 1989 · 2 yrs 9 mos
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.