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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-05 |
| WI | RA | APPROVED | 2000-05-16 |
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 | 03/1999 | 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 - IAR - Start Date: 05/23/2018 - 200 Hours Per Month/160 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. 6/6/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/23/2018 - 200 Hours Per Month/160 Hours During Securities Trading. 3. 3/23/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 02/08/2023 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-02 |
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