Charles R. Heuring
CCO, Assistant VP – Marketing
My name is Charles Heuring. I’m an Omaha native and I oversee the day-to-day operations of IAMS Wealth Management. As a Series 65 licensed advisor myself, I get the most fulfillment out of giving our advisors peace of mind with their businesses so they can then do the same for our mutual clients and their investments.
What Makes me Valuable to Our Agents: My focus is on helping our producers, both experienced and new to managed money business, succeed as investment advisors. From the initial client meeting all the way to the submission of client paperwork, my goal is to ease the burden on our advisors so they can focus on managing client relationships and be building new ones with prospects.
College Experience: Loyola University Chicago’s Quinlan School of Business, B.B.A. Marketing, 2014
Favorite Sports Teams: Creighton Bluejays, Nebraska Cornhuskers, and the Chicago Cubs.
Favorite Food: Nothing beats Thanksgiving dinner.
Fun Fact: I’ve caught two MLB homeruns; one at Wrigley Field and one at Fenway Park.