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KH

Kristopher Alan Heig

IAMS WEALTH MANAGEMENT
OMAHA, NE
·CRD# 3017920·28 years registered

Professional Summary

Kristopher Alan Heig, who also goes by Kris Alan Heig, is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Omaha, Nebraska. Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kristopher has worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7, Series 4 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kris Alan Heig

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

28 years registered in the securities industry

Current & Past Employments

Current

IAMS WEALTH MANAGEMENT, LLCCurrent·CRD# 286085
RIA
18881 West Dodge Road Suite 180e, Omaha, NE 68022
April 22, 2026 - Present

Past

BANKERS LIFE ADVISORY SERVICES, INC.Past·CRD# 281285
RIA
Omaha, NE
February 12, 2026 - April 8, 2026
BANKERS LIFE SECURITIES, INC.Past·CRD# 173962
BD
Omaha, NE
February 12, 2026 - April 8, 2026
ASHTON THOMAS PRIVATE WEALTHPast·CRD# 153902
RIA
Scottsdale, AZ
May 8, 2024 - January 31, 2025
ORION PORTFOLIO SOLUTIONS, LLCPast·CRD# 107975
RIA
Omaha, NE
January 17, 2023 - October 4, 2023
BRINKER CAPITAL SECURITIES, LLCPast·CRD# 38123
BD
Berwyn, PA
July 1, 2022 - October 4, 2023
ORION PORTFOLIO SOLUTIONS, LLCPast·CRD# 125446
RIA
Omaha, NE
January 30, 2020 - January 6, 2023
ORION PORTFOLIO SOLUTIONS, LLCPast·CRD# 107975
RIA
Omaha, NE
April 10, 2018 - December 31, 2019
NORTHERN LIGHTS DISTRIBUTORS, LLCPast·CRD# 126159
BD
Omaha, NE
April 6, 2018 - December 3, 2019
CWM, LLCPast·CRD# 155344
RIA
Omaha, NE
January 19, 2017 - April 2, 2018
CETERA WEALTH SERVICES, LLCPast·CRD# 13572
BD
Omaha, NE
January 19, 2017 - April 2, 2018
TD AMERITRADE, INC.Past·CRD# 7870
RIA
Omaha, NE
August 17, 2007 - July 2, 2015
TD AMERITRADE INVESTMENT MANAGEMENT, LLCPast·CRD# 111514
RIA
Omaha, NE
August 17, 2007 - July 2, 2015
TD AMERITRADE, INC.Past·CRD# 7870
BD
Omaha, NE
April 22, 2006 - July 2, 2015
TD AMERITRADE CLEARING, INC.Past·CRD# 5633
BD
Omaha, NE
January 4, 2001 - April 22, 2006
ICAPITAL MARKETS LLCPast·CRD# 5209
BD
Omaha, NE
December 4, 2002 - August 18, 2003
DATEK ONLINE FINANCIAL SERVICES LLCPast·CRD# 36807
BD
Jersey City, NJ
September 11, 2002 - October 25, 2002
J.P. SECURITIES, INC.Past·CRD# 36559
BD
Bellevue, NE
May 29, 1998 - December 31, 2001

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Current Firm

IW
IAMS WEALTH MANAGEMENT, LLC

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875
RIA
Registered Investment Advisory firm - SEC (1/9/2017 Approved)

Contact Information

Main Address

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

Phone Number

(888) 255-7670

# of Employees

53

SEC notice filing (39 States and Territories)

Registered to provide investment advisory services in 39 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IAMS WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (2/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,400

AUM (Assets Under Management)

$397,226,191

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

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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".
IW
IAMS WEALTH MANAGEMENT, LLC

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Nebraska
(4/22/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Apr 2004

Series 7 — General Securities Representative Examination

Passed Apr 1998About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Dec 2000About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Nov 2000About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kristopher Alan Heig's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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