IAM Financial, LLC is a registered investment advisor in the State of Michigan. The content on this site is for general information purposes only. The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which IAM Financial, LLC maintains registrations. IAM Financial, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication between IAM Financial, LLC and a prospective client shall be conducted by an IAM Financial, LLC advisor who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Here is a copy of IAM Financial, LLC’s current ADV part 2 discussing our services. A contract discussing our fees are available upon written request.
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