IAG WEALTH PARTNERS, LLC

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

About IAG WEALTH PARTNERS, LLC

IAG WEALTH PARTNERS, LLC, formally registered with the SEC as IAG WEALTH PARTNERS, LLC. The firm was established in 07/28/2009. They have over 3 offices throughout the country.

IAG WEALTH PARTNERS, LLC is a Waukesha, Wisconsin based Financial Planning firm with nearly $1,333,579,724 assets under management, offering retirement planning & investment advisory services to 5365 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109721
SEC#	801-70404
Assets Managed by Firm	$1,333,579,724
No. of Clients	5365
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	5365	$1,333,579,724
Individuals (other than high net worth individuals)	1723	$643,871,953
High net worth individuals	333	$675,208,951
Pension and profit sharing plans	Fewer than 5 clients	$5,307,932
Charitable organizations	7	$5,288,875
Corporations or other businesses	7	$3,902,013

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