Investors Advisory Group, LLC

Investors Advisory Group, LLC (CRD# 109721) is a financial advisory firm headquartered in Waukesha, WI. They manage $605,633,642 in 5,600 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    606
    MILLION
  • Total Number of Accounts
    5,600
    ACCOUNTS
  • Average Account Value
    $108,149
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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.

TX, WI

Financial Advisors at Investors Advisory Group, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Scott D. Heins
CRD#: 4000196
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
96
Wealthminder
score

Scott Heins (CRD# 4000196) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 17 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.

2
Christopher W. Mitchell
CRD#: 4238153
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
96
Wealthminder
score

Christopher Mitchell (CRD# 4238153) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 16 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.

3
Lori A. Watt
CRD#: 1384309
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
96
Wealthminder
score

Lori Watt (CRD# 1384309) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 32 years of experience in the finance industry. Lori Watt 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
Bruce C. Borchardt
CRD#: 26067
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
93
Wealthminder
score

Bruce Borchardt (CRD# 26067) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 12 years of experience in the finance industry.

5
Anne C. Fahser
CRD#: 5278627
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
93
Wealthminder
score

Anne Fahser (CRD# 5278627) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 8 years of experience in the finance industry.

6
Susan C. Kuhlenbeck
CRD#: 2059067
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
93
Wealthminder
score

Susan Kuhlenbeck (CRD# 2059067) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 20 years of experience in the finance industry.

7
Michael L. Kutz
CRD#: 4827231
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
93
Wealthminder
score

Michael Kutz (CRD# 4827231) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 13 years of experience in the finance industry.

8
Debra B. Melvin
CRD#: 4869761
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
93
Wealthminder
score

Debra Melvin (CRD# 4869761) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 12 years of experience in the finance industry.

9
William E. Otto
CRD#: 4043139
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
93
Wealthminder
score

William Otto (CRD# 4043139) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 17 years of experience in the finance industry.

10
Russell J. Peterson
CRD#: 2171172
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
93
Wealthminder
score

Russell Peterson (CRD# 2171172) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 26 years of experience in the finance industry.

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