Unclaimed Profile

Russell Joseph Peterson

IAG WEALTH PARTNERS, LLC·WAUKESHA, Wisconsin

Clean recordIAG WEALTH PARTNERS, LLC

N19 W24200 RIVERWOOD DRIVE, WAUKESHA, WI 53188CRD# 2171172Firm CRD# 109721

Profile Verification

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

Identity

Russell Joseph Peterson · WAUKESHA, WI

Registration

CRD #2171172 · IAG WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Russell Joseph Peterson is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with IAG WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

IAG WEALTH PARTNERS, LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at IAG WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2171172

Firm CRD# 109721

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Russell Joseph Peterson offer?

Russell Joseph Peterson specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.

What are Russell Joseph Peterson's credentials?

Russell Joseph Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Russell Joseph Peterson located?

Russell Joseph Peterson 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 Russell Joseph Peterson charge for services?

Russell Joseph Peterson'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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