Jennifer Bartz, financial advisor Waukesha WI

Jennifer Bartz

CRD Number: 3089562
Current Firm: Iag Wealth Partners, LLC

Jennifer Bartz (CRD# 3089562) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 12 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Waukesha WI
Robyn T. Abel
CRD# 6857150
Robert W. Baird & Company Incorporated
Similar Advisors
Naomi Ackley, financial advisor Waukesha WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Matthew Adey, financial advisor Waukesha WI
Matthew J. Adey
CRD# 4368960
Pgim Investments LLC
Company Name Location Dates Years
Lpl Financial LLC Waukesha, WI Mar 2009 - Current 12
Iag Wealth Partners, Llc(formerly:investors Advisory Group, Inc) Waukesha, WI Feb 1998 - Current 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Jennifer B. Bartz
Phone Number: 262/446-8150
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    937
    MILLIONS
  • Total Number of Accounts
    4,169
    ACCOUNTS
  • Average Account Value
    $224,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, MI, MN, NC, OH, SC, TX, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.