Steven H. Greig

IAMS WEALTH MANAGEMENT

West Des Moines, IA 50266

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CRD#: 1786473

Professional summary

Steven Harverd Greig, who also goes by Steve Greig, Steven Harvard Greig, is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Steven has worked at 16 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Greig | Steven Harvard Greig

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Harverd Greig's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

July 17, 2025 - Present

IAMS WEALTH MANAGEMENT, LLC

Office #1: 4949 Westown Pkwy Suite 100, West Des Moines, IA 50266

RIA

CRD#: 286085

West Des Moines, IA

Past

January 15, 2025 - July 16, 2025

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

West Des Moines, IA

Past

July 12, 2024 - January 28, 2025

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

West Des Moines, IA

Past

January 31, 2024 - July 12, 2024

SIMPLICITY WEALTH

RIA

CRD#: 300572

West Des Moines, IA

Past

October 2, 2023 - January 17, 2024

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

West Des Moines, IA

Past

August 21, 2013 - December 4, 2017

FORTRESS WEALTH MANAGEMENT

RIA

CRD#: 167544

URBANDALE, IA

Past

January 15, 2013 - August 19, 2013

CETERA WEALTH SERVICES, LLC

CRD#: 13572

URBANDALE, IA

Past

December 21, 2012 - August 19, 2013

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

URBANDALE, IA

Past

June 4, 2009 - December 31, 2010

INVESTMENT ADVISORS CORP

RIA

CRD#: 117531

URBANDALE, IA

Past

May 4, 2009 - December 31, 2010

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

URBANDALE, IA

Past

June 25, 1992 - September 16, 1993

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

Past

September 23, 1991 - November 14, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

Past

September 23, 1991 - November 14, 1991

PRUCO SECURITIES, LLC.

CRD#: 5685

Past

March 6, 1991 - September 16, 1991

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

Past

May 26, 1989 - June 15, 1990

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

Past

May 26, 1989 - June 15, 1990

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

Past

January 12, 1988 - July 12, 1988

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(7/17/2025)

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: 7/11/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/26/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/11/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/1/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/11/1988

Investment Company Products/Variable Contracts 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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Advisor Monitoring

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Steven H. Greig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Harverd Greig's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT ADVISORS, LLC

CREATIVEONE WEALTH, LLC

SIMPLICITY WEALTH

BROOKSTONE WEALTH ADVISORS, LLC

FORTRESS WEALTH MANAGEMENT

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

INVESTMENT ADVISORS CORP

BROKER DEALER FINANCIAL SERVICES CORP.

1717 CAPITAL MANAGEMENT COMPANY

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

METLIFE INVESTORS DISTRIBUTION COMPANY

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2023

Series 66

Date: 5/26/2009

Series 63

Date: 1/11/1988

Series 7

Date: 5/1/2009

Series 6

Date: 1/11/1988

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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