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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-02-07 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Janesville | WI | 01/2011 | Present |
| Iag Wealth Partners, Llc (Formerly:INvestors Advisory Group Llc) | Janesville | WI | 01/2011 | Present |
1. 01/04/2011: REAL ESTATE RENTAL - RENTAL PROPERTY - INVESTMENT RELATED - 1% OF TIME SPENT - STATE COLLEGE, PA. 2. 5/23/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 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. 3. 5/23/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/22/2018 - 175 Hours Per Month/175 Hours During Securities Trading. 4. 2/7/2023 - IAG Wealth Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 12/06/2022 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-02 |
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