IAG Wealth Partners LLC
Legal Name: IAG WEALTH PARTNERS, LLC
Full Contact Details
IAG Wealth Partners LLC
N19 W24200 RIVERWOOD DRIVE, SUITE 150, WAUKESHA, WI
262/446-8150
262/446-8135
Other Info
IAG Wealth Partners, LLC is a Wisconsin Limited Liability Company with 15 employees, 13 of whom are in advisory roles. Though the number of clients served is unknown, the firm's SEC status is listed as approved and registered since July 28, 2009.
Financial Advisors | IAG Wealth Partners in Waukesha WI
We are trusted financial advisors to professionals, families, retirees, and business owners for 30 years with a holistic wealth management process.
Direct Owners
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CHRISTOPHER WILLIAM MITCHELL
MEMBER owns more than 10% but less than 25%
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LORI ANN WATT
PRESIDENT AND TREASURER owns more than 50% but less than 75%
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SCOTT DAVID HEINS
MEMBER owns more than 10% but less than 25%
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SUSAN CHRISTINE KUHLENBECK
VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%