Charles R. Heuring
RIA Marketing Coordinator
Charles joined IAMS in July 2016 as the first team member of the new advisory side of IAMS. A 2014 graduate of Loyola University Chicago’s Quinlan School of Business, Charles possesses an extensive background in project management and his focus is on helping producers, both experienced and new to the advisory world, succeed as investment advisors.
If you are interested in becoming an investment advisor or moving your clients to IAMS, Charles is the specialist to call. Holding a Series 65 license himself, he is happy to talk you through the study, testing, and registration process. When not in the office, Charles is likely on the golf course, traveling, or cheering on one of his favorite sports teams.