Iag Wealth Partners, LLC

Iag Wealth Partners, LLC (CRD# 109721) is a financial advisory firm headquartered in Waukesha, WI. They manage $1,333,579,724 in 5,365 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
http://www.facebook.com/iagwealthpartners
By the Numbers
  • Total Assets Under Management
    1,334
    MILLION
  • Total Number of Accounts
    5,365
    ACCOUNTS
  • Average Account Value
    $248,570
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, GA, IA, IL, IN, KY, MI, MN, NC, NH, OH, SC, TN, TX, VA, WA, WI

Financial Advisors at Iag Wealth Partners, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Jennifer Vonruden, financial advisor Waukesha WI
Jennifer A. Vonruden
CRD#: 2642858
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Jennifer Vonruden (CRD# 2642858) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 28 years of experience in the finance industry.

12
Lori Watt, financial advisor Waukesha WI
Lori A. Watt
CRD#: 1384309
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

Lori Watt (CRD# 1384309) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 38 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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