Unclaimed Profile

Lori Ann Watt

IAG WEALTH PARTNERS, LLC·WAUKESHA, Wisconsin

SIE, Series 7, Series 24, Series 31, Series 63CFPClean record29 years registeredIAG WEALTH PARTNERS, LLC

N19 W24200 RIVERWOOD DRIVE, WAUKESHA, WI 53188CRD# 1384309Firm CRD# 109721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lori Ann Watt · WAUKESHA, WI

Registration

CRD #1384309 · IAG WEALTH PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

IAG WEALTH PARTNERS, LLC

May 2000 – present

BTS ASSET MANAGEMENT, INC.

Oct 1996 – Jun 2003

BROOKFIELD, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Registration record

First registered · October 9, 1996

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IAG WEALTH PARTNERS, LLC

CRD 109721 · SEC 801-70404

AUM

$1.3B

Regulatory assets under management

Employees

5,365 client accounts

Services offered by IAG WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IAG WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Lori Ann Watt offer?

Lori Ann Watt specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.

What are Lori Ann Watt's credentials?

Lori Ann Watt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lori Ann Watt located?

Lori Ann Watt is based in WAUKESHA, Wisconsin, working with IAG WEALTH PARTNERS, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.

How does Lori Ann Watt charge for services?

Lori Ann Watt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IAG WEALTH PARTNERS, LLC?

IAG WEALTH PARTNERS, LLC has approximately 13 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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