Russell T. Stellfox

IAMS WEALTH MANAGEMENT

Tamaqua, PA 18252

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CRD#: 3243548

Professional summary

Russell Thomas Stellfox, CFP® is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Tamaqua, Pennsylvania and CALTON & ASSOCIATES, INC. located in Tamaqua, Pennsylvania.

Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Russell has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * SEASONS CHANGE FINANCIAL; SAME AS BRANCH; INV REL; ANNUITIES AND INSURANCE; OWNER; START DATE=12/2008; HRS/MO=160; TRADING HRS/MO=160; FIND PROSPECTS AND ASSIST IN FIXED BUSINESS SALES * Name: Senior Planning Group, Role: Owner, Start Date: 09/01/2021, Investment Related?: Yes, Address: same as branch, Number of Hours/Mo: 80, Number of Hrs during trading hours: 80, Duties: Selling fixed insurance products. Registered Representative. Calton & Associates. Investment Related. 222 Center Street, Tamaqua, PA 18252. Provide trading and investment product services under the direction of Calton & Associates. 08/2024 - Present. 80 hours per month, 60 of which are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Thomas Stellfox'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 27, 2024 - Present

IAMS WEALTH MANAGEMENT, LLC

Office #1: 222 Center Street, Tamaqua, PA 18252

RIA

CRD#: 286085

Tamaqua, PA

Current

August 13, 2024 - Present

CALTON & ASSOCIATES, INC.

Office #1: 222 Center Street, Tamaqua, PA 18252

RIA

CRD#: 20999

Tamaqua, PA

Past

November 1, 2021 - July 29, 2024

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

Tamaqua, PA

Past

March 12, 2007 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

TAMAQUA, PA

Past

November 7, 2006 - July 29, 2024

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

TAMAQUA, PA

Past

August 17, 1999 - August 4, 2000

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 17, 1999 - August 4, 2000

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(8/13/2024)

New Jersey
(8/13/2024)

New York
(8/13/2024)

Pennsylvania
(8/13/2024)

IAR

Pennsylvania
(8/27/2024)

South Carolina
(8/13/2024)

Virginia
(8/13/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/5/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

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

Russell T. Stellfox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Thomas Stellfox's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2007

Series 63

Date: 8/19/1999

SIE

Date: 10/1/2018

Series 7

Date: 11/6/2006

Series 6

Date: 8/16/1999

FINRA

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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