AL
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Adam Michael Laffey

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
1,536 clients
Average Client Portfolio
$223K average
Assets Under Management
$343.0M

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+Included

Fees are negotiable within a range. A percentage of IAMS Wealth’s fee is paid to third-party model providers, ranging from 0.00% to 0.35% of total client assets under management. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5835 Grand Ave, Suite 202A, Des Moines, IA, 50312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is a partner in Laffey Cattle Company and involved in agriculture, raising and selling cattle. He also works as an insurance agent for Neal Insurance LLC, selling fixed indexed annuities and life insurance, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Iams Wealth Management, LLC
October 2025 - Present · 4 mos
Previous Registrations
Packerland Brokerage Services, INC.Broker
April 2016 - September 2025 · 9 yrs 5 mos
Packerland Brokerage Services, INC.
April 2016 - September 2025 · 9 yrs 5 mos
Edward Jones
July 2012 - January 2016 · 3 yrs 6 mos
Edward JonesBroker
May 2012 - January 2016 · 3 yrs 8 mos
State Registrations4 states
CAIAMTTX
Advisor
Exams
No exam information available for this advisor.