Michael John Koerner

Current Employers

Employment History

• 09/2003 → 08/2017
  Annex Wealth Management
  Brookfield, WI
• 12/2009 → 08/2017
  H. Beck, Inc.
  Rockville, MD
• 08/2017 → Present
  Lpl Financial Llc
  Waukesha, WI
• 08/2017 → Present
  Iag Wealth Partners, Llc(Formerly:INvestors Advisory Group, Llc)
  Waukesha, WI

Previous Registrations

• 2004-12-17 → 2017-08-09
  Annex Wealth Management, Llc
  Brookfield, WI
  Brookfield, WI

Other Businesses

1) 8/28/2017 - Elmbrook United - Not Investment Related - 19485 West Lisbon Road, Brookfield, WI 53045, and numerous soccer fields - Outside/W-2 Employment - Staff Coach - Started 08/14/2017 - 30 Hours Per Month/1 Hour During Securities Trading. 2) 5/23/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/22/2018 - 160 Hours Per Month 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 160 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. 3) 5/29/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/22/2018 - 160 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-18
• S63 Uniform Securities Agent State Law Examination
  1998-02-12