IAG WEALTH PARTNERS, LLC of WAUKESHA, WI is an SEC-registered investment adviser (CRD 109721). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Lori Ann Watt | PRESIDENT AND TREASURER | — |
| Scott David Heins | MEMBER | — |
| Christopher William Mitchell | MEMBER | — |
| Thomas Lee Peterson | MEMBER | — |
| Anne Caroline Sapienza | MEMBER | — |
| Russell Joseph Peterson | MEMBER | — |
| Jennifer Ann Vonruden | CHIEF COMPLIANCE OFFICER | — |
| MITCHELL WILLIAM | MEMBER | — |
| WATT LORI ANN | PRESIDENT AND TREASURER | — |
| KUHLENBECK SUSAN CHRISTINE | SECRETARY, VICE PRESIDENT, AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| HEINS SCOTT DAVID | MEMBER | — |
| PETERSON THOMAS LEE | MEMBER | — |
| SAPIENZA ANNE CAROLINE | MEMBER | — |
| PETERSON RUSSELL JOSEPH | MEMBER | — |
| VONRUDEN JENNIFER ANN | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BROOKFIELD | WI | 2 | 262-446-8150 |
| JANESVILLE | WI | 1 | 608-743-0251 |
| — | — | 1 | 262-446-8150 |