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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-04-02 |
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 (Formerly: Investors Advisory Group) | Waukesha | WI | 10/2003 | Present |
| Lpl Financial Llc | Waukesha | WI | 09/2014 | Present |
1. 5/22/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/22/2018 - 175 Hours Per Month During Securities Trading. 2. 5/24/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/22/2018 - 175 Hours Per Month 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 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. 09/17/2019 - Jacobson Till & Toil Acres, LLC - Investment related - Dodgeville, WI 53533 - Real Estate Rental - start date:09/20/2018 - 1 hr/mo - 0 hrs during trading - Inherited parents family farm with my siblings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-09 |
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