Unclaimed Profile

Susan Christine Kuhlenbeck

IAG WEALTH PARTNERS, LLC·WAUKESHA, Wisconsin

SIE, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65Clean record26 years registeredIAG WEALTH PARTNERS, LLC

N19 W24200 RIVERWOOD DRIVE, WAUKESHA, WI 53188CRD# 2059067Firm CRD# 109721

Profile Verification

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

Identity

Susan Christine Kuhlenbeck · WAUKESHA, WI

Registration

CRD #2059067 · IAG WEALTH PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IAG WEALTH PARTNERS, LLC

IAG WEALTH PARTNERS, LLC

May 2000 – Dec 2023

WAUKESHA, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · May 16, 2000

Years registered · 26

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 Susan Christine Kuhlenbeck offer?

Susan Christine Kuhlenbeck specializes in Financial Planning, Investment Management.

What are Susan Christine Kuhlenbeck's credentials?

Susan Christine Kuhlenbeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Christine Kuhlenbeck located?

Susan Christine Kuhlenbeck is based in WAUKESHA, Wisconsin, last registered with IAG WEALTH PARTNERS, LLC.

How does Susan Christine Kuhlenbeck charge for services?

Susan Christine Kuhlenbeck'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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