IAG Wealth Partners Employee Directory

Q: What is IAG Wealth Partners known for?

IAG Wealth Partners was founded in 1985. IAG Wealth Partners operates in the Financial Services industry.

Q: How many employees does IAG Wealth Partners have currently?

IAG Wealth Partners has approximately 32 employees.

Financial ServicesUnited States11-50 Employees

Full service financial planning firm serving individuals, families, and business owners with all aspects of financial planning and wealth management.

Securities offered through LPL Financial, Member SIPC sipc.org Investment advice offered through IAG WEALTH PARTNERS, LLC, a registered investment advisor and separate entity from LPL Financial.

The financial professionals associated with IAG Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Find IAG Wealth Partners employees' phone numbers or email addresses

IAG Wealth Partners Global Highlights

North America
36

United States Of America
36

IAG Wealth Partners's Leadership

J. V. R.
Chief Compliance Officer
Mobile Phone
Email
L. W.
President
Mobile Phone
Email
C. M.
Managing Partner
Mobile Phone
Email
R. P.
Partner, Wealth Consultant
Mobile Phone
Email
T. P.
Financial Advisor / Partner
Mobile Phone
Email
M. K.
Assistant To The Chief Investment Officer
Mobile Phone
Email
A. S.
Partner
Mobile Phone
Email
M. K.
Assistant To The Chief Investment Officer
Mobile Phone
Email

Contact profiles from IAG Wealth Partners

Name

Title

Contact Info

Location

Last Update

L. W.
President
Mobile Phone
Email
United StatesWisconsin
Nov 18, 2025
C. M.
Managing Partner
Mobile Phone
Email
United StatesWisconsin
Dec 08, 2025
R. P.
Partner, Wealth Consultant
Mobile Phone
Email
United StatesWisconsin
Oct 22, 2025
T. P.
Financial Advisor / Partner
Mobile Phone
Email
Nov 06, 2025
M. K.
Assistant To The Chief Investment Officer
Mobile Phone
Email
United StatesWisconsin
Oct 27, 2025
A. S.
Partner
Mobile Phone
Email
United StatesWisconsin
Oct 26, 2025
J. V. R.
Chief Compliance Officer
Mobile Phone
Email
United StatesWisconsin
Aug 12, 2025
M. K.
Assistant To The Chief Investment Officer
Mobile Phone
Email
Oct 23, 2024
S. K.
Vice-President
Mobile Phone
Email
United StatesWisconsin
Nov 10, 2025
J. S.
Executive Director
Mobile Phone
Email
Dec 16, 2025

Frequently Asked Questions

What is IAG Wealth Partners known for?

IAG Wealth Partners was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in N19W24200 Riverwood Dr., Suite 150 Waukesha, WI 53188, US; 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 32 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, IAG Wealth Partners's key employees include:

Chief Compliance Officer: J. V. R.
President: L. W.
Managing Partner: C. M.
Partner, Wealth Consultant: R. P.
Financial Advisor / Partner: T. P.

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