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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 2026-06-25
  • WI RA
    APPROVED
    Since 2026-06-25

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
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
  • 01/2019 → 08/2024
    Robert W. Baird
    Milwaukee, WI
  • 10/2017 → 01/2019
    University Of Wisconsin Milwaukee Athletic Department
    Milwaukee, WI
  • 10/2016 → 10/2017
    University Of Wisconsin Milwaukee
    Milwaukee, WI
  • 09/2016 → 04/2017
    Milwaukee Admirals
    Milwaukee, WI
  • 05/2016 → 09/2016
    Collection Associates
    Brookfield, WI
  • 08/2014 → 12/2018
    University Of Wisconsin Milwaukee
    Milwaukee, WI
  • 08/2024 → 11/2024
    Unemployed
    Delafield, WI
  • 12/2024 → Present
    Lpl Financial, Llc
    Waukesha, WI
  • 12/2024 → 06/2026
    Waukesha, WI
  • 06/2026 → Present
    Waukesha, WI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-02
  • S66 Uniform Combined State Law Examination
    2022-05-02

View on SEC IAPD

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