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IAG WEALTH PARTNERS, LLC
IAG WEALTH PARTNERS, LLC
WAUKESHA, Wisconsin
·
8 registered advisors
·
CRD# 109721
SEC# 801-70404
2
262/446-8150
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at IAG WEALTH PARTNERS, LLC
8 registered advisors
Anne Caroline Sapienza
WAUKESHA, Wisconsin
CRD# 5278627
Christopher William Mitchell
WAUKESHA, Wisconsin
CRD# 4238153
Jennifer Ann Vonruden
WAUKESHA, Wisconsin
CRD# 2642858
Lori Ann Watt
WAUKESHA, Wisconsin
CRD# 1384309
Russell Joseph Peterson
WAUKESHA, Wisconsin
CRD# 2171172
Scott David Heins
WAUKESHA, Wisconsin
CRD# 4000196
Susan Christine Kuhlenbeck
WAUKESHA, Wisconsin
CRD# 2059067
Thomas Lee Peterson
WAUKESHA, Wisconsin
CRD# 4552478
05
Office Locations
WAUKESHA, Wisconsin
8 advisors
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Data sourced from SEC Form ADV filings. IAG WEALTH PARTNERS, LLC (CRD# 109721) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.