Ian C. Turner

IAMS WEALTH MANAGEMENT

Lake St. Louis, MO 63367

Some features on this profile are disabled

CRD#: 4174565

Professional summary

Ian C Turner is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Lake St. Louis, Missouri.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ian has worked at 6 firms and has passed the Series 63, Series 65, Series 31 and Series 7 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.

ENTITY: TURNER FINANCIAL WEALTH MANAGEMENT; LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS INV REL; SELL FIXED ANNUITIES, LONG-TERM CARE, LIFE INSURANCE; VICE PRESIDENT; START DATE=01/2022; HRS/MO=20; TRADING HRS/MO=20; DEVELOP AND RECOMMEND INSURANCE RELATED PLANNING STRATEGIES FOR CLIENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian C Turner'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

November 1, 2017 - Present

IAMS WEALTH MANAGEMENT, LLC

Office #1: 1000 Edgewater Pointe Suite 306, Lake St. Louis, MO 63367

RIA

CRD#: 286085

Lake St. Louis, MO

Past

October 16, 2013 - October 31, 2017

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

LAKE ST. LOUIS, MO

Past

January 10, 2011 - October 31, 2012

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

O'FALLON, MO

Past

January 3, 2011 - October 31, 2012

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

OFALLON, MO

Past

July 27, 2004 - December 31, 2010

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

O FALLON, MO

Past

August 30, 2001 - July 19, 2002

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

June 14, 2000 - August 23, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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

Missouri
(11/1/2017)

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

Series 63

Date: 7/7/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/26/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 31

Date: 7/14/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/13/2000

General Securities Representative Examination

Current Firm

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ian C. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian C Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT ADVISORS, LLC

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/7/2000

Series 65

Date: 6/26/2000

Series 31

Date: 7/14/2000

Series 7

Date: 6/13/2000

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

Similar Advisors