RBC Capital Markets
47yrs
Top 1% by experience in Omaha
40yrs
James Henry Baumann
Financial advisor at Iams Wealth Management
At a glance
Experience40 years (since 1987)
How that compares ?Top 3% by experience in Nebraska
Office18881 West Dodge Road Suite 180e, Omaha, NE 68022
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Iams Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2019 – nowIams Wealth Management, LLCCurrent firm
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Iams Wealth Management at (888)255-7670 and ask for James Henry Baumann. James works from the Omaha, NE office.
How long has James been a financial advisor?
James has been in the industry since 1987, about 40 years. Top 3% by experience in Nebraska.
What licenses does James hold?
Series 63. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is James paid?
Iams Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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