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N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-08-03 |
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 |
|---|---|---|---|---|
| New Berlin Police Dept | New Berlin | WI | 05/1994 | 02/2019 |
| Waukesha County Tech College | Pewaukee | WI | 02/2013 | 06/2019 |
| H. Beck Inc. | Bethesda | MD | 01/2014 | 12/2018 |
| Annex Wealth Management, Llc | Elm Grove | WI | 09/2013 | 05/2022 |
| New Berlin Police Department (Wi) | New Berlin | WI | 02/2019 | 01/2022 |
| Iag Wealth Partners, Llc(Formerly:INvestors Advisory Group, Inc) | Waukesha | WI | 05/2022 | Present |
| Waukesha County Technical College | Pewaukee | WI | 02/2024 | Present |
| Lpl Financial Llc | Waukesha | WI | 05/2022 | Present |
1. 07/2025 - IAG Wealth Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 8 Hrs During Trading - At reported business location(s) - OBA Start date: 07/21/2025 2. 07/2025 - Waukesha County Technical College - Outside/1099 - Not Investment related - 1 Hrs/Mth - 1 Hrs During Trading - Pewaukee, WI 53072 - OBA Start date: 02/01/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-25 |
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