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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-25 |
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 |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 01/2019 | 08/2024 |
| University Of Wisconsin Milwaukee Athletic Department | Milwaukee | WI | 10/2017 | 01/2019 |
| University Of Wisconsin Milwaukee | Milwaukee | WI | 10/2016 | 10/2017 |
| Milwaukee Admirals | Milwaukee | WI | 09/2016 | 04/2017 |
| Collection Associates | Brookfield | WI | 05/2016 | 09/2016 |
| University Of Wisconsin Milwaukee | Milwaukee | WI | 08/2014 | 12/2018 |
| Unemployed | Delafield | WI | 08/2024 | 11/2024 |
| Lpl Financial, Llc | Waukesha | WI | 12/2024 | Present |
| Iag Wealth Partners, Llc | Waukesha | WI | 12/2024 | 06/2026 |
| Iag Wealth Partners, Llc | Waukesha | WI | 06/2026 | Present |
1 - 11/2024 - IAG Wealth Partners. LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2- 12/03/2024 - IAG Wealth Partners, LLC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 12/02/2024 - 160 hours per month/ 8 hours during trading - provide administrative support to IAG Wealth Partners, an independent investment advisor firm. I started this business activity 11/2024. 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 | 2022-05-02 |
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