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Financial Advisor
Wisconsin
Waukesha
IAG WEALTH PARTNERS, LLC

IAG WEALTH PARTNERS, LLC

Tel: 262/446-8150 N19 W24200 Riverwood Drive Suite 150 Waukesha, Wisconsin 53188

About IAG WEALTH PARTNERS, LLC

IAG WEALTH PARTNERS, LLC is a Waukesha, Wisconsin based financial advisory firm with nearly $1,333,579,724 in assets under management and provides investment advisory services for 5365 clients. There are currently 13 financial advisors at the firm.

General Information
Firm CRD#:

109721

Firm SEC#:

801-70404

Assets Under Management:

$1,333,579,724

No. of Clients:

5365

No. of Advisors:

13

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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