IAG Wealth Partners Employee Directory

IAG Wealth Partners corporate office is located in N19W24200 Riverwood Dr Ste 150, Waukesha, Wisconsin, 53188, United States and has 11-50 employees.

Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Legal

Marketing

C-Suite

Key Employees of IAG Wealth Partners

Lori Watt
President
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IAG Wealth Partners Global Presence

Location	People at location
North America	11-50

Index of contact profiles from IAG Wealth Partners

Hundreds of professionals searching for IAG Wealth Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SK
Susan Kuhlenbeck
Email Direct
Vice President
United States , Wisconsin , Waukesha

LL
Lindsay Lavine
Email Direct
Financial Operations Associate
United States , Wisconsin , Waukesha

JG
Jimmy Graef
Email Direct
Financial Operations Associate
United States , Wisconsin , Waukesha

SH
Scott Heins
Email Direct
Certified Financial Planner
United States , Wisconsin , Waukesha

MT
Matthew Totsky
Email Direct
Manager, Wealth Platform
United States , Wisconsin , Waukesha

RP
Rusty Peterson
Email Direct
Partner, Wealth Consultant
United States , Wisconsin , Waukesha

JH
Jayme Heineck
Email Direct
Financial Advisor
United States , Wisconsin , Waukesha

DF
Dulce Fisher
Email Direct
Client Services Associate
United States , Wisconsin , Waukesha

Lori Watt
Email Direct
President
United States , Wisconsin , Waukesha

JS
Jesse Sindorf
Email Direct
Financial Advisor
United States , Wisconsin , Waukesha

CD
Carol Diettrich
Email Direct
Client Relations Professional
United States , Wisconsin , Waukesha

KB
Kyle Bence
Email Direct
Financial Advisor
United States , Wisconsin , Waukesha

BC
Bradley Carroll
Email Direct
Director, Operations
United States , Wisconsin , Waukesha

MH
Mandi Hawk
Email Direct
Assistant Manager, Operations
United States , Wisconsin , Waukesha

MK
Michael Kutz
Email Direct
Financial Advisor
United States , Wisconsin , Waukesha

CT
Cheryl Tesch
Email Direct
Insurance Specialist
United States , Wisconsin , Waukesha

JM
Jacob Martin
Email Direct
Marketing Specialist
United States , Wisconsin , Waukesha

MW
Mark Wieselmann
Email Direct
Investment Operations Associate
United States , Wisconsin , Waukesha

TP
Thomas Peterson
Email Direct
Financial Advisor & Partner
United States , Wisconsin , Waukesha

DM
Debra Melvin
Email Direct
Financial Advisor & Founder, Divorced Millionaire Moms
United States , Wisconsin , Waukesha

MK
Michael Koerner
Email Direct
Financial Advisor
United States , Wisconsin , Waukesha

GL
George Lobaton
Email Direct
Financial Operations
United States , Wisconsin , Waukesha

MK
Michael Kellen
Email Direct
Assistant To the Chief Investment Officer
United States , Wisconsin , Waukesha

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Former Employees at IAG Wealth Partners

Explore people who held key positions, contributed to IAG Wealth Partners's success, and advanced their careers.

Grayson Hopkins

ERP Finance Specialist at Avire Global

Worked as Project Intern

at IAG Wealth Partners (2019-2019)

Direct

Kimberly Zimmerman

Receptionist and Cashi... at Boucher Auto Group

Worked as Customer Service Specialist

at IAG Wealth Partners (2018-2019)

Direct

Bj Sabol

Financial Advisor at Ameriprise Financial

Worked as Paraplanner

at IAG Wealth Partners (2022-2024)

Direct

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Senior Field Data Anal... at Acrisure

Worked as Financial Operations Associate

at IAG Wealth Partners (2020-2022)

Direct

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Commercial Lines Under... at Acuity

Worked as Investment Team Intern

at IAG Wealth Partners (2018-2018)

Direct

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Investment Operations ... at Capital Investment Ser...

Worked as Investment Team

at IAG Wealth Partners (2020-2023)

Direct

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Frequently Asked Questions Regarding IAG Wealth Partners Employees

How many employees does IAG Wealth Partners have?

IAG Wealth Partners has 11-50 employees

Who are IAG Wealth Partners key employees?

Some of IAG Wealth Partners key employees are Lori Watt

Where is IAG Wealth Partners located?

IAG Wealth Partners’s headquarters are located at N19W24200 Riverwood Dr Ste 150, Waukesha, Wisconsin, 53188, United States

How do I contact IAG Wealth Partners?

IAG Wealth Partners Contact Info: Phone number: (262) 446-8150 Website: www.iagwealthpartners.com

What does IAG Wealth Partners do?

IAG Wealth Partners is an independent, full-service financial planning group based in Waukesha, WI, established in 1985. They provide comprehensive wealth management services, guiding clients through wealth building, retirement planning, and succession planning. Their target clients include professionals, multi-generational families, retirees, and... Read More

Is IAG Wealth Partners a public company?

IAG Wealth Partners is private company therefore does not currently have an official ticker symbol

See more information about IAG Wealth Partners Employees