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Russell Joseph Peterson

Iag Wealth Partners, LLC

Waukesha, WI

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Current Employers
Iag Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-03
WI RA APPROVED 2012-03-13
  • TX RA
    APPROVED
    Since 2021-12-03
  • WI RA
    APPROVED
    Since 2012-03-13

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 Waukesha WI 03/2013 Present
  • 03/2013 → Present
    Lpl Financial Llc
    Waukesha, WI
Previous Registrations
  • 2008-08-20 → 2012-03-12
    Brookfield, WI
  • 1998-06-01 → 2008-08-21
    Osaic Fa, Inc.
    Waukesha, WI
    Waukesha, WI
    Dousman, WI
Other Businesses

1. 03/08/2013 - Non-Variable Insurance Trails Only - INV REL - 2% TIME SPENT - Life, disability, and health.-receiving trails only 2. 5/24/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 05/22/2018 - 200 Hours Per Month/10 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 5/24/2018. I expect to spend approximately 200 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. 6/14/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/22/2018 - 200 Hours Per Month/10 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-08
S63 Uniform Securities Agent State Law Examination 1991-08-26
  • S66 Uniform Combined State Law Examination
    2008-09-08
  • S63 Uniform Securities Agent State Law Examination
    1991-08-26
Designations
Other Names
  • Rusty Peterson

View on SEC IAPD

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