Iag Wealth Partners, LLC
Iag Wealth Partners, LLC (CRD# 109721) is a financial advisory firm headquartered in Waukesha, WI. They manage $1,333,579,724 in 5,365 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,334MILLION
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Total Number of Accounts5,365ACCOUNTS
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Average Account Value$248,570
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KY, MI, MN, NC, NH, OH, SC, TN, TX, VA, WA, WI
Jayme Heineck (CRD# 6169527) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 9 years of experience in the finance industry.
Scott Heins (CRD# 4000196) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 24 years of experience in the finance industry.
Michael Koerner (CRD# 2990420) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 26 years of experience in the finance industry.
Michael Kutz (CRD# 4827231) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 19 years of experience in the finance industry.
Debra Melvin (CRD# 4869761) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 19 years of experience in the finance industry.
Christopher Mitchell (CRD# 4238153) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 23 years of experience in the finance industry.
Russell Peterson (CRD# 2171172) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 32 years of experience in the finance industry.
Thomas Peterson (CRD# 4552478) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 21 years of experience in the finance industry.
Anne Sapienza (CRD# 5278627) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 15 years of experience in the finance industry.
Jesse Sindorf (CRD# 6621005) is an Investment Advisor Representative working at Iag Wealth Partners, LLC in Waukesha, WI and has over 5 years of experience in the finance industry.