Adviser and broker representative · Iag Wealth Partners, LLC
Kiefer A. Baumbach
CRD 7069455 · Waukesha, WI
At a glance
Kiefer A. Baumbach is an investment adviser representative with Iag Wealth Partners, LLC in Waukesha, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kiefer’s SEC record dates to 2022, about 4 years ago. Kiefer is also registered as a broker representative.
Current advisory firm
- Iag Wealth Partners, LLCSince June 2026Waukesha, WI · $1.9B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kiefer’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.