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Adam Michael Laffey

Investment Adviser Representative at IAMS Wealth Management, LLC

Des Moines, IACRD #6045978Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Michael Laffey is an investment adviser representative with IAMS Wealth Management, LLC in Des Moines, IA, where they have been registered since 2025. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Packerland Brokerage Services, Inc. and Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Iowa, Montana, and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Iowa, Montana, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/1/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/15/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

IAMS Wealth Management, LLCCurrent
10/2/2025 – Des Moines, IA
Packerland Brokerage Services, Inc.
4/11/2016 – 9/29/2025Des Moines, IA
Edward Jones
7/30/2012 – 1/20/2016Des Moines, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Packerland Brokerage Services
    Apr 2016 – Sep 2025Green Bay, WI
  2. IAMS Wealth Management
    Sep 2025 – no end date reportedOmaha, NE
  3. NEAL Insurance, LLC
    Mar 2016 – no end date reportedDes Moines, IA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About IAMS Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm account minimum
$25,000 (waivable)
Firm's annual rate schedule by assets
  • First $500,0001.85%
  • Next $500,0001.70%
  • Next $1,000,0001.55%
  • Over $2,000,0000.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
55
Offices listed on AdvisorFinder:
22
Main office:
Omaha, NE
SEC file number:
801-108875

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 10, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Michael Laffey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Adam Michael Laffey (IAMS Wealth Management) | AdvisorFinder