Stephen Clubb
Stephen Clubb is a registered investment advisor at Iams Wealth Management, LLC, based in Omaha, NE, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,633 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees are negotiable. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year, billed at $8.33 per month.
Fee Estimator
Location
18881 West Dodge Road, Suite 180E, Omaha, NE, 68022
Get directionsHistory
Regulatory History (1)
Criminal
January 2026Other Business ActivitiesSells Insurance
Stephen works as an insurance agent for 1 Road Financial, LLC, selling life, health, disability, long-term care, and annuity products since December 2021. This takes about 10-20% of his time, with some of the work occurring during securities trading hours.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
The O.N. Equity Sales CompanyBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.