BBB Accredited Business Profile

Investors Advisory Group, LLC

Investors Advisory Group, LLC

(262) 446-8150

Investors Advisory Group, LLC

33 years in business
N19W24200 Riverwood Dr Ste 150
Waukesha, WI 53188-1193
Fax Numbers
  • (262) 446-8135
  • (608) 752-3993
Additional Phone Numbers
  • (800) 530-8386
  • (608) 743-0251
  • (800) 994-6453
Additional Email Addresses
BBB File Opened: 01/18/2007
Business Started: 01/01/1985
Business Started Locally: 01/01/1985
Business Incorporated: 12/31/2009 in WI
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Ms. Susan Kuhlenbeck, Vice President
  • Ms. Lori A. Watt, President
Business Category
  • Investment Advisory Services
  • Financial Planning Consultants
  • Life Insurance
  • Investment Security
  • Retirement Planning Services
  • Financial Services
  • Investment Management
  • Estate Planning and Management
  • Tax Consultant

Service Area
We service the following area(s): WAUKESHA County, WI
Alternate Business Names
  • Investors Advisory Group
Licensing, Bonding or Registration
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.
BBB accredited business



This company 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.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

M: 8:30 AM-5:00 PM
T: 8:30 AM-5:00 PM
W: 8:30 AM-5:00 PM
Th: 8:30 AM-5:00 PM
F: 8:30 AM-5:00 PM
S: Closed
Su: Closed

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Investors Advisory Group, LLC

Investors Advisory Group, LLC


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