Coralia C. Boudreaux

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CRD#: 6756105

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Coralia Claudia Boudreaux, who also goes by Coralia Boudreaux, Claudia Coralia Braica, was a registered financial professional .

Coralia is a previously registered financial professional and started their career in finance in 2017. Coralia had worked at 4 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Coralia Boudreaux | Claudia Coralia Braica

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.

Independent Insurance Agent; Naples, FL; Life Insurance, Long-Term Care and Annuities; 01/2025 - Present; 20 Hours/Month; 15 of which are during securities trading hours.

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

March 5, 2025 - May 13, 2025

IAMS WEALTH MANAGEMENT, LLC

RIA

CRD#: 286085

Naples, FL

Past

February 7, 2022 - December 23, 2024

EDWARD JONES

RIA

CRD#: 250

NAPLES, FL

Past

January 11, 2022 - December 23, 2024

EDWARD JONES

CRD#: 250

NAPLES, FL

Past

March 22, 2019 - March 29, 2021

MORGAN STANLEY

CRD#: 149777

NAPLES, FL

Past

January 16, 2019 - March 29, 2021

MORGAN STANLEY

RIA

CRD#: 149777

NAPLES, FL

Past

February 28, 2017 - October 19, 2018

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Naples, FL

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 4/11/2019

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/24/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/22/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/11/2019

Securities Industry Essentials 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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Coralia C. Boudreaux

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

MORGAN STANLEY

MORGAN STANLEY

HORTER INVESTMENT MANAGEMENT, LLC

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2019

Series 65

Date: 1/24/2017

Series 7TO

Date: 3/22/2019

SIE

Date: 2/11/2019

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

Contact information

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