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GK

Gregory A. Koch

Some features on this profile are disabled
CRD#: 6477256
GK

Professional summary

Gregory Alan Koch was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gregory is a previously registered financial professional and started their career in finance in 2015. Prior to being barred, Gregory had worked at 2 firms, which includes IAMS WEALTH MANAGEMENT LLC, GRADIENT ADVISORS LLC.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Greg A Koch

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 2, 2017 - June 26, 2018

IAMS WEALTH MANAGEMENT, LLC

RIA
CRD#: 286085
Douglassville, PA
Past

July 16, 2015 - September 26, 2016

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
DOUGLASSVILLE, PA

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/14/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/1/2001
Uniform Combined State Law Examination

Current Firm

IW
IAMS WEALTH MANAGEMENT, LLC
IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA
Registered Investment Advisory firm - (1/9/2017 Approved)
PREMIUM
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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
54

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,104
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.

Company Information

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085

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