More About Us

Inman Wealth Management (IWM), associated with Wells Fargo Advisors Financial Network, was founded in June of 2014 by Managing Principal – Chris Inman, with the mission to help clients reach their financial goals by delivering customized portfolio management, detailed investment planning, and comprehensive wealth management.

Customized Approach
Inman Wealth Management believes in customizing client portfolios after in-depth analysis of goals and risk tolerance and offers access to third-party asset managers for institutional and individual clients. IWM also offers portfolios managed by Chris Inman, a certified Private Investment Management (PIM) Portfolio Manager. Wells Fargo Advisors Financial Network PIM program allows Financial Advisors, after meeting stringent criteria and completing necessary training, to manage client portfolios on a fully discretionary basis and customized approach. Advisory programs may not be appropriate for all clients.

IWM also focuses on providing clients with detailed investment plans. Chris received the (CFP®) Professional designation from the College of Financial Planning in 2004, and by associating with Wells Fargo Advisors Financial Network, IWM can utilize the Envision® planning process. The Envision tool helps to clarify and prioritize client goals so that IWM can create a tailored investment plan for each client. During the planning process IWM gathers a complete view of a client’s total wealth picture, which then allows further discussion of estate planning strategies, education planning, insurance, liability management, and retirement income.

The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

CLIENT SERVICE
Inman Wealth Management strives to be the premier financial service provider to their clients. In addition to Managing Principal – Chris Inman, the staff includes Jodi Lucus, Operations Manager. Jodi has worked in the financial services industry for over ten years. She holds the Series 7 and 66 securities registrations, and she is in charge of operations and coordinating client service.

Billie Keeslar is a client service associate for IWM. Billie has enjoyed a successful career owning businesses in the cosmetic and television production
industries.

MANAGING PRINCIPAL – CHRIS INMAN
Chris Inman was raised in Lake St. Louis, Missouri. He attended the University of Southern Mississippi where he graduated with honors and played on the golf team. Prior to founding Inman Wealth Management, Chris was a Vice President and Senior Portfolio Manager with Morgan Stanley, where he began his financial services career in 2000. Chris is married to Joyce Olewski Inman and they have two daughters.

GETTING STARTED
The first step to understanding the ways Inman Wealth Management can benefit your financial well -being is to set up an initial introductory meeting. This conversation will allow us to learn more about your financial goals, and it will allow you to learn more about our investment philosophies. Our team looks forward to learning more about how we can assist you with reaching your financial goals.
Inman Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CO, FL, GA, IL, IN, KY, LA, MI, MO, MS, NC, NY, OH, SC, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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