Iag Wealth Partners, LLC

Iag Wealth Partners, LLC (CRD# 109721) is a financial advisory firm headquartered in Waukesha, WI. They manage $753,918,829 in 3,798 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    754
    MILLION
  • Total Number of Accounts
    3,798
    ACCOUNTS
  • Average Account Value
    $198,504
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Iag Wealth Partners, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Jennifer B. Bartz
CRD#: 3089562
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Jennifer Bartz (CRD# 3089562) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 11 years of experience in the finance industry.

2
Jayme L. Heineck
CRD#: 6169527
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Jayme Heineck (CRD# 6169527) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 5 years of experience in the finance industry.

3
Scott D. Heins
CRD#: 4000196
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Scott Heins (CRD# 4000196) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 20 years of experience in the finance industry. Scott Heins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael J. Koerner
CRD#: 2990420
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Michael Koerner (CRD# 2990420) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 22 years of experience in the finance industry.

5
Susan C. Kuhlenbeck
CRD#: 2059067
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Susan Kuhlenbeck (CRD# 2059067) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 23 years of experience in the finance industry.

6
Michael L. Kutz
CRD#: 4827231
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Michael Kutz (CRD# 4827231) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 16 years of experience in the finance industry.

7
Debra B. Melvin
CRD#: 4869761
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Debra Melvin (CRD# 4869761) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 15 years of experience in the finance industry.

8
Christopher W. Mitchell
CRD#: 4238153
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Christopher Mitchell (CRD# 4238153) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 19 years of experience in the finance industry. Christopher Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
William E. Otto
CRD#: 4043139
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

William Otto (CRD# 4043139) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 20 years of experience in the finance industry.

10
Russell J. Peterson
CRD#: 2171172
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Russell Peterson (CRD# 2171172) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 29 years of experience in the finance industry.

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