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Kevin Klickna

Iams Wealth Management, LLC
15 Years of Experience
Springfield, IL
4 DisclosuresSells Insurance
View SEC Summary
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Kevin Klickna is a registered investment advisor at Iams Wealth Management, LLC, based in Springfield, IL, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,633 clients with $400M in assets under management.

Iams Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
1,633 clients
Average Client Portfolio
$243K average
Assets Under Management
$397.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.70%
$1.0M - $2.0M1.55%
$2M+1.55%

Fees over $2,000,000 are negotiable. Representatives may also negotiate a flat percentage rate not to exceed 1.85%. Third-party model providers may cost an additional 0.00% to 0.35%, and an annual $100 technology fee applies per account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

901 S Spring St, Springfield, IL, 62704

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2023
Final
Customer Dispute
May 2021
Settled
Employment Separation After Allegations
April 2021
Customer Dispute
March 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin is an independent insurance agent since 2009, with lines of authority in life, long-term care, property & casualty, and annuities, taking nearly full-time. He also provides outsourced estate planning software services through Legacy Lock, dedicating about 10-20% of his time.

Employment History
Current Registrations
Iams Wealth Management, LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Equitable Advisors, LLC
June 2019 - April 2021 · 1 yr 10 mos
Equitable Advisors, LLCBroker
January 2013 - April 2021 · 8 yrs 3 mos
AXA Advisors, LLC
May 2009 - April 2011 · 1 yr 11 mos
AXA Advisors, LLCBroker
March 2009 - April 2011 · 2 yrs 1 mo
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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