Jesse Sindorf, financial advisor Waukesha WI

Jesse Sindorf

CRD Number: 6621005
Current Firm: Iag Wealth Partners, LLC

Jesse Sindorf (CRD# 6621005) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Waukesha, WI Mar 2017 - Current 4
Iag Wealth Partners, LLC Waukesha, WI Mar 2016 - Current 5
Starbucks Coffee Corp Delafield, WI Aug 2011 - Mar 2016 4
Carroll University Waukesha, WI Sep 2011 - Dec 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Jesse M. Sindorf
Phone Number: 262/446-8150
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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