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Susan Christine Kuhlenbeck

IAG WEALTH PARTNERS, LLC·WAUKESHA, Wisconsin
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N19 W24200 RIVERWOOD DRIVE, WAUKESHA, WI 53188CRD# 2059067Firm CRD# 109721
01

About

Susan Christine Kuhlenbeck 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
IAG WEALTH PARTNERS, LLC
IAG WEALTH PARTNERS, LLC
AUM
$1.3B
Regulatory assets under management
Employees
13
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2059067
Firm CRD# 109721
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Christine Kuhlenbeck offer?
Susan Christine Kuhlenbeck specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
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, working with IAG WEALTH PARTNERS, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
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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Other advisors in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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