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Member · IAG Wealth Partners, LLC

Russell J. Peterson

CRD 2171172 · 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 Russell J. Peterson on its Form ADV as Member.

Firms and roles

AtlasMembers

Russell’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
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Control-person status
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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.

SEC adviser record

Registered since
1998 (28 years)
Designations
Chartered Financial Consultant
Exams
Series 63, Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Russell’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
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Previous firms, with start and end dates
2 firmsLocked
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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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)

1 more person named with Russell on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Russell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.