Willert C. Morris

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CRD#: 1188214

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Willert C Morris, who also goes by Will Morris, Willert Carlton Morris, was a registered financial professional .

Willert is a previously registered financial professional and started their career in finance in 2002. Willert had worked at 5 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Will Morris | Willert Carlton Morris

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) WM Wealth Management, LLC; CEO/Founder; Investment Related; Palm Springs, CA; 01/2019-Present; Business Consulting, Succession Planning, Exit Planning, Insurance Sales-Life, Disability and Annuities; 75-80 hours per month, 35-40 during securities trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 3, 2021 - December 31, 2022

IAMS WEALTH MANAGEMENT, LLC

RIA

CRD#: 286085

Palm Springs, CA

Past

October 31, 2019 - January 19, 2021

LIFEPRO ASSET MANAGEMENT

RIA

CRD#: 285252

New York, NY

Past

July 31, 2017 - May 22, 2019

BRITE ADVISORS USA, INC.

RIA

CRD#: 155775

New York, NY

Past

September 17, 2010 - October 14, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WHITE PLAINS, NY

Past

September 3, 2010 - October 14, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WHITE PLAINS, NY

Past

November 4, 2008 - May 3, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

October 6, 2008 - May 3, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

March 22, 2002 - September 22, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/31/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/21/2002

General Securities Representative Examination

Current Firm

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(888) 255-7670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAMS WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (10/6/2025)

Regulatory assets under management

Total Number of Accounts	2,104
AUM (Assets Under Management)	$ 343,012,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Willert C. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LIFEPRO ASSET MANAGEMENT

BRITE ADVISORS USA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2017

Series 66

Date: 10/31/2008

Series 63

Date: 2/13/2002

Series 7

Date: 3/21/2002

Current Firm

IAMS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IAMS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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