Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Investment Advisory Services

IAG Wealth Partners
BBB Accredited BusinessA+Rated by BBB
Visit Website(262) 446-8150Email BusinessWrite a Review

About

Overview

IAG Wealth Partners

N19W24200 Riverwood Dr Ste 150

Waukesha, WI 53188-1193

Get DirectionsView Service Area
See Hours
Operating Hours
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
Closed
Closed

Find a Location

IAG Wealth Partners has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    BBB Accreditation & Rating

    IAG Wealth Partners is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

    Join Trusted Businesses

    Become BBB Accredited

    About This Business

    IAG Wealth Partners is a full-service financial planning firm. Services include, but are not limited to: lifetime income planning, tax planning, long term care, investment strategies, business succession planning, wealth management, pre-retirement planning, life insurance, estate planning, education planning, charitable giving and more.

    BBB Accredited Since: 11/13/2014

    Years in Business: 41

    Products and Services

    Financial Advisory, Investment Management, Portfolio Management, Retirement Planning, Wealth Management

    Business Details

    Local BBB:
    BBB Serving Wisconsin
    BBB File Opened:
    1/18/2007
    Business Started:
    1/1/1985
    Business Started Locally:
    1/1/1985
    Business Incorporated:
    12/31/2009
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    IAG Wealth Partners, LLC
    Investors Advisory Group
    Business Management:
    Lori A. Watt, President
    Susan Kuhlenbeck, Vice President

    Additional Contact Information

    Principal Contacts
    Lori A. Watt, President
    Susan Kuhlenbeck, Vice President
    Customer Contacts
    Lori A. Watt, President
    Susan Kuhlenbeck, Vice President
    Fax numbers
    Primary Fax: (262) 446-8135
    Other Fax: (608) 752-3993
    Additional Phone Numbers
    Other Phone: (608) 743-0251
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Business Categories
    Investment Advisory Services, Financial Services, Tax Consultant, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Management, Estate Planning and Management, Investment Security, Wealth Management

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.