Investment adviser representative · Iams Wealth Management, LLC
Kristopher A. Heig
CRD 3017920 · Omaha, NE
At a glance
Kristopher A. Heig is an investment adviser representative with Iams Wealth Management, LLC in Omaha, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kristopher’s SEC record dates to 2007, about 19 years ago.
Current advisory firm
- Iams Wealth Management, LLCSince April 2026Omaha, NE · $397M in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kristopher’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 8 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.