BO
Brenda M. Oldham
IAMS WEALTH MANAGEMENT
Highland, MI 48357
Some features on this profile are disabled
CRD#: 4092970
BO
Professional summary
Brenda Marie Oldham, who also goes by Brenda Marie Gause, Brenda Marie Meilbeck, Brenda Stokes Meilbeck, is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Highland, Michigan and CALTON & ASSOCIATES, INC. located in Highland, Michigan.
Brenda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brenda has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brenda Marie Gause | Brenda Marie Meilbeck | Brenda Stokes Meilbeck
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) Name of Business: RAM Insurance Agency, DBA RAM Insurance & Financial Services. Non-Investment related. Address: 141 N Milford Suite 101, Highland MI 48357. Nature of Business: Auto, homeowners, commercial, property and casualty, health insurance, workers comp, liability insurance, long term care insurance, and annuities. Position/Title/Relationship: CEO/Owner. Start Date: 10/01/2001. Hours per month: 30. Hours per month during Securities trading hours: 15. Duties/Responsibilities: I am a licensed insurance agent to sell auto, home, life, health insurance and commercial insurance. Manage Insurance Agents at Agency. 2) Women In Insurance & Financial Services. Non-Investment related. Address: 136 Everett Albany, NY 12205. Nature of Business: To assist in. Position/Title/Relationship: Volunteer. Start Date: 11/01/2017. Hours per month: 6. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Products and services are not offered. As the president of Michigan Women in Insurance and Financial Services. My job is to increase awareness of the need for women to be in the financial services industry. 3) Investment Advisor Representative. Investment related. Address: 141 N Milford Suite 101, Highland MI 48357. Nature of Business: Provide investment advisory services under the direction Insurance Agency Wealth Management. Position/Title/Relationship: Investment Advisor Representative for IAMS Wealth Management. Start Date: 02/01/2019. Hours per month: 60. Hours per month during Securities trading hours: 40. Duties/Responsibilities: Offer Investment Advisory. 4) Registered Representative. Investment related. Address: 141 N Milford Suite 101, Highland MI 48357. Nature of Business: Provides trading and investment product services under the direction Calton & Associates. Position/Title/Relationship: Registered Representative under Calton & Associates. Start Date: 01/01/2019. Hours per month: 60. Hours per month during Securities trading hours: 40. 6) Huron Valley Unity Project. Non-Investment related. Address: Highland, MI. Nature of Business: Charitable Organization. Position/Title/Relationship: Chairperson. Start Date: 10/2020. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Implement and establish new opportunities for business development in the community. 7)Society of Financial Awareness. Non-Investment related. Address: Highland, MI. Nature of Business: Charitable Organization. Position/Title/Relationship: Educator. Start Date: 10/2020. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Provide educational seminars designed to educate and help attendees understand and address a variety of financial topics and concerns. 8) Author. Non-Investment related. Address: Highland, MI. Nature of Business: Author of novel on financial literacy - Grandma (Nana) Piggy Bank Money - Saving Tips. Position/Title/Relationship: Author. Start Date: 06/2024. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Author Financial Literacy Novel for Sale to the General Public. 9) Outsourced Estate Planning Software Services Through Legacy Lock; 05/2024; Non-Investment Related; Highland, MI; 5 hours per month, 2 of which are during securities trading hours. 10) National Financial Educator Council; Certified Financial Educator; Investment Related; Highland, MI; Educator Financial Wellness, teach positive changes in participant financial behavior; 7/1/2024; 10 hours per month; 5 of which are during trading hours. 11) RAM Educational Business Solutions; Owner/Business Coach;Non-Investment Related; Highland, MI; Conducts workshops for small businesses and provides educational seminars/training financial literacy courses designed to educate and help attendees understand and address a variety of financial topics and concerns; 10/1/2024; 10 hours per month; 5 of which during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Brenda Marie Oldham's 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®
NoneExperience
Current
February 5, 2019 - Present
IAMS WEALTH MANAGEMENT, LLC
Office #1: 141 N. Milford Ste. 101, Highland, MI 48357RIA
CRD#: 286085
Highland, MI
Current
January 31, 2019 - Present
CALTON & ASSOCIATES, INC.
Office #1: 141 N Milford Suite 101, Highland, MI 48357RIA
BD
CRD#: 20999
Highland, MI
Past
March 24, 2017 - January 31, 2019
ELE ADVISORY SERVICES, INC
RIA
CRD#: 148228
SOUTHFIELD, MI
Past
November 21, 2016 - January 31, 2019
ELE WEALTH SOLUTIONS, INC.
BD
CRD#: 38931
Highland, MI
Past
March 13, 2015 - July 27, 2016
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
HIGHLAND, MI
Past
February 19, 2015 - July 27, 2016
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
HIGHLAND, MI
Past
July 30, 2012 - January 28, 2015
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
HIGHLAND, MI
Past
June 19, 2012 - January 28, 2015
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
HIGHLAND, MI
Past
February 25, 2010 - June 18, 2012
INVESTACORP, INC.
BD
CRD#: 7684
HIGHLAND, MI
Past
September 24, 2004 - March 12, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
BLOOMFIELD HILLS, MI
Past
July 26, 2004 - September 24, 2004
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
October 9, 2003 - June 21, 2004
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
LYNNFIELD, MA
Past
June 16, 2000 - March 5, 2001
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
LINCOLN, NE
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 - (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.RR
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
RR
Arizona(10/1/2025)
IAR
Arizona(10/1/2025)
RR
Florida(1/31/2019)
IAR
Louisiana(1/2/2025)
RR
Michigan(1/31/2019)
IAR
Michigan(2/5/2019)
RR
Texas(1/10/2022)
IAR
Texas(6/6/2022)
RR
Virginia(2/13/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IAMS WEALTH MANAGEMENT, LLC
IAMS WEALTH MANAGEMENT, LLC
CRD#: 286085 / SEC#: 801-108875
RIA
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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
54
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,104 |
| AUM (Assets Under Management) | $ 343,012,390 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
