Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200231
Active Dates
Jul 31, 2019 – Jul 31, 2026
About Brian Dvorak
As an Investment Adviser Representative, Brian is a comprehensive wealth manager specializing in working with professionals and retirees. He has helped clients with wealth management and advanced estate planning for over 23 years across 18 states he is licensed in. Brian believes strongly in Pro-Active Portfolio Management and clients knowing their risk tolerance, so we can create your own plan around that specifically.
Brian and his team take a holistic approach in working with clients to create the retirement plan best suited to them individually. He helps them avoid the threat of running out of money during their retirement years, pay for health care and long-term care costs, as well as reduce unnecessary risk with investments.
Brian realizes that things will change, not only with the personal lives of clients, but also how the financial world innovates or moves in different directions. Therefore, he stays on top of current financial trends and helps clients build flexibility into their retirement plans. This approach goes beyond just setting the foundation for their financial futures; it also allows them to more readily adjust when needed.
He is a Wisconsin resident servicing clients in 18 states and enjoys the travel to be able to sit with his clients regularly. Brian is also an Army Veteran of 7 years, and is married to his beautiful wife, Rebecca. They have 4 kids that keep them young and active with sports and theatre programs.
Areas of Specialization
Retirement Planning
Tax Planning
Investing
Insurance
Social Security
Financial Planning
Disclosure:
BRIAN DVORAK offers Investment Advisory Services through IAMS Wealth Management, LLC (Omaha, NE 888-255-7670), an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management, LLC and its Advisors do not render tax, legal or accounting advice. BRIAN DVORAK is not a Registered Investment Advisor and is not an affiliate of IAMS Wealth Management, LLC.
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