Financial ADVSR advisor directory · SEC adviser records
Iag Wealth Partners, LLC financial advisors in Waukesha, WI
Every SEC-registered investment adviser representative at a Iag Wealth Partners, LLC office in Waukesha, A to Z.
The short answer
14 registered advisors work at Iag Wealth Partners, LLC in Waukesha, out of 14 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 14 are also registered broker representatives.
Iag Wealth Partners, LLC advisors in Waukesha, A to Z
Every Iag Wealth Partners, LLC advisor →- Kiefer A. BaumbachAlso a broker rep
- Kyle J. BenceAlso a broker rep
- Jason E. GaniereCertified Financial Planner · Also a broker rep
- Jayme L. HeineckAlso a broker rep
- Michael J. KoernerAlso a broker rep
- Jesse S. KutzAlso a broker rep
- Michael L. KutzAlso a broker rep
- Debra B. MelvinAlso a broker rep
- Joshua A. OswaldAlso a broker rep
- Russell J. PetersonChartered Financial Consultant · Also a broker rep
- Thomas L. PetersonAlso a broker rep
- Anne C. SapienzaAlso a broker rep
- Jennifer A. VonrudenAlso a broker rep
- Lori A. WattCertified Financial Planner · Also a broker rep
Iag Wealth Partners, LLC advisors in every city and state →Iag Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Waukesha
All Waukesha advisors →Global View Capital Management LLC 51Morgan Stanley 46Robert W. Baird & Co. Incorporated 38Ellenbecker Investment Group 20Wells Fargo Clearing Services, LLC 20Raymond James & Associates, Inc. 18Edward Jones 15Thrivent Investment Management Inc. 15Drake & Associates, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Dana Investment Advisors Inc. 13Osaic Wealth, Inc. 12
Questions
How many financial advisors does Iag Wealth Partners, LLC have in Waukesha?
14 investment adviser representatives are registered at Iag Wealth Partners, LLC offices in Waukesha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 2 list the CFP designation and 14 are also registered as broker representatives.
Is Iag Wealth Partners, LLC one of the largest advisor employers in Waukesha?
Iag Wealth Partners, LLC ranks number 10 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 51.
How do I check a Iag Wealth Partners, LLC advisor in Waukesha?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Iag Wealth Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.