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Current Employers
Iag Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2011-02-07
  • WI RA
    APPROVED
    Since 2011-02-07

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
Lpl Financial Llc Janesville WI 01/2011 Present
Iag Wealth Partners, Llc (Formerly:INvestors Advisory Group Llc) Janesville WI 01/2011 Present
  • 01/2011 → Present
    Lpl Financial Llc
    Janesville, WI
  • 01/2011 → Present
    Iag Wealth Partners, Llc (Formerly:INvestors Advisory Group Llc)
    Janesville, WI
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-10
S63 Uniform Securities Agent State Law Examination 2004-10-02
  • S65 Uniform Investment Adviser Law Examination
    2009-11-10
  • S63 Uniform Securities Agent State Law Examination
    2004-10-02
Other Names
  • Michael L Kutz

View on SEC IAPD

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