Iag Wealth Partners, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

109721

SEC number

801-70404

Firm type

RIA

Assets under management

$1.9B as of Mar 27, 2026

Website

www.facebook.com/IAGWEALTHPARTNERS ↗

Phone

262-446-8150

Address

N19 W24200 Riverwood Drive, Waukesha, WI, 53188

Advisors at this firm

16 in our index · page 1 of 1

• Kiefer A BaumbachCRD 7069455 · Waukesha, WI
  IA RegisteredBroker
• Kyle James BenceCRD 7495107 · Waukesha, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Eugene GaniereCRD 6250254 · Waukesha, WI
  IA RegisteredBroker
• Jayme Lee HeineckCRD 6169527 · Waukesha, WI
  IA RegisteredBroker
• Scott David HeinsCRD 4000196 · Waukesha, WI
  IA RegisteredBroker
• Michael John KoernerCRD 2990420 · Waukesha, WI
  IA RegisteredBroker
• Michael Lee KutzCRD 4827231 · Waukesha, WI
  IA RegisteredBroker
• Debra Beverly MelvinCRD 4869761 · Waukesha, WI
  IA RegisteredBroker
• Christopher William MitchellCRD 4238153 · Waukesha, WI
  IA RegisteredBroker
• Joshua Alex OswaldCRD 7516936 · Waukesha, WI
  IA RegisteredBroker
• Russell Joseph PetersonCRD 2171172 · Waukesha, WI
  IA RegisteredBroker
• Thomas Lee PetersonCRD 4552478 · Waukesha, WI
  IA RegisteredBroker
• Anne Caroline SapienzaCRD 5278627 · Waukesha, WI
  IA RegisteredBroker
• Jesse Michael SindorfCRD 6621005 · Waukesha, WI
  IA RegisteredBroker
• Jennifer Ann VonrudenCRD 2642858 · Waukesha, WI
  IA RegisteredBroker
• Lori Ann WattCRD 1384309 · Waukesha, WI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.