IAM Financial LLC is a Registered Investment Advisor registered with the State of Michigan and regulated by the Michigan Uniform Securities Act, 265 PA 1964, as amended. This Act requires that IAM Financial offers all clients and potential clients a copy of Form ADV Part 2. This document explains IAM Financial's business model, qualifications, fees, and other important information. Download a copy of our ADV 2 below by clicking on the link.
To view IAM Financial, LC Form ADV Part I visit www.adviserinfo.sec.gov and enter "IAM Financial" under the firm name search profile.