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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2005-07-26 |
Branch Locations
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iag Wealth Partners, Llc(Formerly:INvestors Advisory Group, Inc) | Waukesha | WI | 06/2005 | Present |
| Lpl Financial Llc | Waukesha | WI | 03/2009 | Present |
1. 5/23/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 05/22/2018 - 175 Hours Per Month/175 Hours During Securities Trading - I provide investment advisory services through IAG Wealth Partners, LLC, an independent investment advisor firm. I started this business activity on 5/23/2018. I expect to spend approximately 175 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 5/23/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/22/2018 - 175 Hours Per Month During Securities Trading. 3. 3/23/2023 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 01/01/2023 - 1 Hours Per Month/0 Hours During Securities Trading 4. 08/07/2025 - Real Estate Rental - Beaulieu-Sur-Mer France - Inv rel - Start date: 07/20/2025 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-30 |
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