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Current Employers
Iag Wealth Partners, Llc

N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-05
WI RA APPROVED 2000-05-16
  • TX RA
    APPROVED
    Since 2021-03-05
  • WI RA
    APPROVED
    Since 2000-05-16

Branch Locations

N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iag Wealth Partners, Llc(Formerly:INvestors Advisory Group, Inc) Waukesha WI 03/1999 Present
Lpl Financial Llc Waukesha WI 03/2009 Present
  • 03/1999 → Present
    Iag Wealth Partners, Llc(Formerly:INvestors Advisory Group, Inc)
    Waukesha, WI
  • 03/2009 → Present
    Lpl Financial Llc
    Waukesha, WI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-02
  • S66 Uniform Combined State Law Examination
    1999-12-02
Designations

View on SEC IAPD

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