Member · IAG Wealth Partners, LLC
Christopher W. Mitchell
CRD 4238153 · Named on Form ADV at one SEC-registered adviser
At a glance
IAG Wealth Partners, LLC, an SEC-registered wealth manager based in Waukesha, WI with $1.9 billion in regulatory assets, lists Christopher W. Mitchell on its Form ADV as Member, a control person.
Firms and roles
- IAG Wealth Partners, LLCMemberWealth manager · Waukesha, WI · $1.9B in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Lori A. WattPresident and Treasurer, IAG Wealth Partners, LLC
- Anne C. SapienzaMember, IAG Wealth Partners, LLC
- Scott D. HeinsMember, IAG Wealth Partners, LLC
- Thomas L. PetersonMember, IAG Wealth Partners, LLC
- Russell J. PetersonMember, IAG Wealth Partners, LLC
1 more person named with Christopher on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.