Scott D. Walker

IAMS WEALTH MANAGEMENT

Wichita, KS 67202

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CRD#: 4164455

Professional summary

Scott Dwane Walker, who also goes by Scott D Walker, is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Wichita, Kansas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Scott has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott D Walker

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.INDEPENDENT INSURANCE AGENT;YES;445 N WACO STREET STE D WICHITA KS 67202;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;4/2009;120;120;SALES OF FIXED INSURANCE PRODUCTS INCLU. LIFE, HEALTH, ANNUTIES, PROPERTY & CASUALTY AND OTHER TYPES OF INSURANCE; 2.WALKER GROUP, INC.;YES;445 N WACO STREET STE D WICHITA KS 67202;DBA;OWNER/PRESIDENT;5/11/2009;160;160;DBA FOR INSURANCE SALES 2. Outsourced estate planning services through Legacy Lock, 10/2025 to Present, 445 N WACO STREET STE D WICHITA KS 67202, Estate Planning Services,10 hours/month with approx. 5 hours/month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Dwane Walker'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

May 22, 2017 - Present

IAMS WEALTH MANAGEMENT, LLC

Office #1: 445 N Waco St Suite D, Wichita, KS 67202

RIA

CRD#: 286085

Wichita, KS

Past

June 27, 2014 - May 22, 2017

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

witchita, KS

Past

April 29, 2014 - September 16, 2014

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

WICHITA, KS

Past

April 20, 2009 - April 30, 2014

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

WICHITA, KS

Past

April 17, 2009 - April 30, 2014

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

WICHITA, KS

Past

October 19, 2001 - April 24, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

WICHITA, KS

Past

September 20, 2001 - April 24, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

WICHITA, KS

Past

April 11, 2000 - October 4, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

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.

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

Kansas
(5/22/2017)

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 66

Date: 4/21/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/10/2000

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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Advisor Monitoring

Firm Stability Insights

Scott D. Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Dwane Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTUE CAPITAL MANAGEMENT, LLC

COPPELL ADVISORY SOLUTIONS LLC

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/21/2000

Series 7

Date: 4/10/2000

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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