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Thomas Lee Peterson

IAG WEALTH PARTNERS, LLC·WAUKESHA, Wisconsin
Unclaimed Profile
N19 W24200 RIVERWOOD DRIVE, WAUKESHA, WI 53188CRD# 4552478Firm CRD# 109721
01

About

Thomas Lee 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.

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# 4552478
Firm CRD# 109721
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Lee Peterson offer?
Thomas Lee Peterson specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Thomas Lee Peterson's credentials?
Thomas Lee Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Lee Peterson located?
Thomas Lee 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 Thomas Lee Peterson charge for services?
Thomas Lee 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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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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