Iag Wealth Partners, LLC

Iag Wealth Partners, LLC (CRD# 109721) is a financial advisory firm headquartered in Waukesha, WI. They manage $1,101,831,560 in 4,953 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,102
    MILLION
  • Total Number of Accounts
    4,953
    ACCOUNTS
  • Average Account Value
    $222,457
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Iag Wealth Partners, LLC
Showing 1 - 10 of 12 top financial advisors.
1
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 9 years of experience in the finance industry.

2
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 24 years of experience in the finance industry.

3
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 26 years of experience in the finance industry.

4
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 19 years of experience in the finance industry.

5
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 19 years of experience in the finance industry.

6
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 23 years of experience in the finance industry.

7
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 32 years of experience in the finance industry.

8
Thomas L. Peterson
CRD#: 4552478
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Thomas Peterson (CRD# 4552478) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 21 years of experience in the finance industry.

9
Anne C. Sapienza
CRD#: 5278627
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Anne Sapienza (CRD# 5278627) 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.

10
Jesse M. Sindorf
CRD#: 6621005
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Jesse Sindorf (CRD# 6621005) 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.

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