Charles Heuring, CF2

About Charles Heuring

As President & CEO of IAMS Wealth Management, I give independent financial advisors the confidence to grow their practices without sacrificing the entrepreneurial freedom that makes independence so rewarding. Over the past decade, I've focused on building the infrastructure, technology, and operational support that empowers advisors to compete with the largest firms in the industry while remaining true to their own vision and values.

When we founded the firm in 2016, we believed advisors deserved institutional-quality investment management, technology, operations, compliance, and practice management support while preserving the independence that allows them to serve clients on their own terms. Today, IAMS WM has grown into a national wealth management platform supporting more than 50 independent advisors and over $500 million in assets under advisement.