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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| WI | RA | APPROVED | 2019-01-29 |
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 | Waukesha | WI | 03/2016 | Present |
| Lpl Financial, Llc | Waukesha | WI | 03/2017 | Present |
1. 10/14/2022 - IAG Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/22/2018 - 160 Hours Per Month/7 Hours During Securities Trading 2. 10/14/2022 - IAG Wealth Partners, LLC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Administrative Purposes Only - Start Date - 05/22/2018 - 160 Hours Per Month/7 Hours During Securities Trading - I provide administrative support to IAG Wealth Partners, LLC., an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-28 |
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