What departments does IAG Wealth Partners have?

IAG Wealth Partners has employees across 3 departments including Finance, Operations, Customer Success.

What is the largest department at IAG Wealth Partners?

The largest department at IAG Wealth Partners is Finance with 4 employees.

Where are IAG Wealth Partners employees located globally?

IAG Wealth Partners has employees across 1 continents and 1 countries including United States Of America.

How has IAG Wealth Partners's team size changed over time?

IAG Wealth Partners's team has grown from approximately 29 to 34 employees based on available data.

IAG Wealth Partners Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Based in the Milwaukee-area city of Waukesha, Wisconsin, IAG Wealth Partners serves clients from a local office and supports a professional team operating in the financial services industry. The organization positions itself within a landscape that includes large national firms, offering a more intimate, advisory-focused relationship for individuals and small business owners seeking tailored guidance.

IAG Wealth Partners Global Highlights

North America
39

United States Of America
39

IAG Wealth Partners's Leadership

M. K.
Assistant To The Chief Investment Officer
Mobile Phone
Email
J. S.
Executive Director
Mobile Phone
Email
B. C.
Director Of Operations
Mobile Phone
Email
A. F.
Crpc Senior Financial Advisor
Mobile Phone
Email
J. G.
Certified Financial Planner
Mobile Phone
Email
D. F.
Client Services Associate
Mobile Phone
Email
J. G.
Certified Financial Planner
Mobile Phone
Email
C. D.
Client Relations Professional
Mobile Phone
Email

IAG Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Other

Contact profiles from IAG Wealth Partners

Name

Title

Contact

Location

Last Update

M. K.
Assistant To The Chief Investment Officer
Mobile Phone
Email
Oct 23, 2024
J. S.
Executive Director
Mobile Phone
Email
Aug 01, 2026
B. C.
Director Of Operations
Mobile Phone
Email
Jun 25, 2026
A. F.
Crpc Senior Financial Advisor
Mobile Phone
Email
Oct 16, 2024
J. G.
Certified Financial Planner
Mobile Phone
Email
Jul 08, 2026
D. F.
Client Services Associate
Mobile Phone
Email
Aug 06, 2026
J. G.
Certified Financial Planner
Mobile Phone
Email
Oct 17, 2024
C. D.
Client Relations Professional
Mobile Phone
Email
Aug 06, 2026

Frequently Asked Questions

What is IAG Wealth Partners known for?

IAG Wealth Partners was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-262-446-****

. Explore IAG Wealth Partners's company overview page for more information.

What is IAG Wealth Partners's most common email format?

IAG Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IAG Wealth Partners email formats with LeadIQ.

How many employees does IAG Wealth Partners have currently?

IAG Wealth Partners has approximately 36 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are IAG Wealth Partners's key employees and leadership?

As of August 2026, IAG Wealth Partners's key employees include:

Assistant To The Chief Investment Officer: M. K.
Executive Director: J. S.
Director Of Operations: B. C.
Crpc Senior Financial Advisor: A. F.
Certified Financial Planner: J. G.

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IAG Wealth Partners Employee Directory

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