Unclaimed Profile

Russell Joseph Peterson

IAG WEALTH PARTNERS, LLC·WAUKESHA, Wisconsin

SIE, Series 7, Series 63, Series 66ChFCClean record28 years registeredIAG 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 · 28 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Mar 2013 – present

IAG WEALTH PARTNERS, LLC

Mar 2012 – present

AXA ADVISORS, LLC

Aug 2008 – Mar 2012

WAUKESHA, WI

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 1998 – Aug 2008

WAUKESHA, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 1, 1998

Years registered · 28

Professional designation · ChFC

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 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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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