Best Investors Account Sign in

Jennifer Ann Vonruden

Iag Wealth Partners, LLC

Waukesha, WI

Claim This Profile
Current Employers
Iag Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-04-02
  • WI RA
    APPROVED
    Since 2016-04-02

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
Iag Wealth Partners, Llc (Formerly: Investors Advisory Group) Waukesha WI 10/2003 Present
Lpl Financial Llc Waukesha WI 09/2014 Present
  • 10/2003 → Present
    Iag Wealth Partners, Llc (Formerly: Investors Advisory Group)
    Waukesha, WI
  • 09/2014 → Present
    Lpl Financial Llc
    Waukesha, WI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-03
S63 Uniform Securities Agent State Law Examination 1995-08-09
  • S66 Uniform Combined State Law Examination
    2014-12-03
  • S63 Uniform Securities Agent State Law Examination
    1995-08-09
Other Names
  • Jennifer Ann Jacobson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Waukesha, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor