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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-03 |
| 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, Llc) | Waukesha | WI | 02/2013 | Present |
| Lpl Financial, Llc | Waukesha | WI | 09/2014 | Present |
1. 5/23/2018 - IAG Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/22/2018 - 175 Hours Per Month/175 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 5/23/2018. 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. 2. 5/31/2018 - 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-09 |
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