Lori Ann Watt

Current Employers

Employment History

• 03/2009 → Present
  Lpl Financial, Llc
  Waukesha, WI
• 03/2009 → Present
  Iag Wealth Partners, Llc(Formerly:INvestors Advisory Group, Llc)
  Waukesha, WI

Previous Registrations

• 1996-10-09 → 2003-06-24
  Bts Asset Management, Inc.
  Brookfield, WI

Other Businesses

1. 03/11/2009 - NON-VARIABLE INSURANCE - LTC FIXED ANNUITIES AND FIXED INSURANCE THROUGH LOCAL BROKERAGE. - TIME SPENT 5% - WAUKESHA, WI. 2. 9/14/2011 - NON-VARIABLE INSURANCE - PRINCIPAL LIFE - INSURANCE AGENT FOR FIXED LIFE INSURANCE, DISABILITY AND LONG TERM CARE. - TIME SPENT 5% - WAUKESHA, WI. 3. 2/1/2013 - NON-VARIABLE INSURANCE DBA - INVESTORS ADVISORY GROUP - INVESTORS ADVISORY GROUP IS AN RIA. SERVICES PROVIDED TO CLIENTS INCLUDE FEE BASED ASSET MANAGEMENT AND COMPREHENSIVE FINANCIAL PLANNING. IN ADDITION, I ALSO OFFER NON-VARIABLE INSURANCE PRODUCTS, AS LISTED ABOVE. - TIME SPENT 100% - WAUKESHA, WI. 4. 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. 5. 5/29/2018 - 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-08-05

Designations