What departments does IAG Wealth Partners have?

IAG Wealth Partners has employees across 4 departments including Consultant, Finance, Operations, Marketing.

What is the largest department at IAG Wealth Partners?

The largest department at IAG Wealth Partners is Finance with 13 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 32 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

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

IAG Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Accounting
Administrative
Other

Contact profiles from IAG Wealth Partners

Name

Title

Contact Info

Location

Last Update

L. W.
President
Mobile Phone
Email
United StatesWisconsin
Jun 08, 2026
C. M.
Managing Partner
Mobile Phone
Email
United StatesWisconsin
Jun 29, 2026
R. P.
Partner, Wealth Consultant
Mobile Phone
Email
United StatesWisconsin
Jun 25, 2026
T. P.
Financial Advisor / Partner
Mobile Phone
Email
United StatesWisconsin
Apr 21, 2026
M. K.
Assistant To The Chief Investment Officer
Mobile Phone
Email
United StatesWisconsin
Apr 21, 2026
A. S.
Partner
Mobile Phone
Email
United StatesWisconsin
Apr 17, 2026
J. V. R.
Chief Compliance Officer
Mobile Phone
Email
United StatesWisconsin
Apr 16, 2026
M. K.
Assistant To The Chief Investment Officer
Mobile Phone
Email
Oct 23, 2024
S. K.
Vice-President
Mobile Phone
Email
United StatesWisconsin
May 28, 2026
B. C.
Director Of Operations
Mobile Phone
Email
United StatesWisconsin
Jul 01, 2026

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 Drive Suite 150 Waukesha, Wisconsin 53188 United States; 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 37 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 2026, 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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IAG Wealth Partners Employee Directory

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