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IAG WEALTH PARTNERS, LLC

Tel: 262/446-8150
N19 W24200 Riverwood Drive
Suite 150
Waukesha, Wisconsin  53188

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IAG WEALTH PARTNERS, LLC

IAG WEALTH PARTNERS, LLC is a Waukesha, Wisconsin based financial advisory firm with nearly $1,333,579,724 in assets under management and provides investment advisory services for 5365 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

109721

SEC#:

801-70404

No. of Clients:

5365

Assets under Management

$1,333,579,724

No. of Advisors:

13

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