Lori
Watt
Iag Wealth Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Lori Watt is a certified financial planner who works out of Waukesha, Wisconsin with 23 years of relevant experience. Watt is an employee of Iag Wealth Partners, LLC. The advisor has gained experience at Lpl Financial, LLC and Iag Wealth Partners, LLC(Formerly:Investors Advisory Group, LLC). Watt maintains a Series 63 license, designating them as a securities broker, and is able to serve investors in Texas and Wisconsin. Iag Wealth Partners, LLC is an advisory firm based out of Waukesha, WI. The company has offices in two locations and a total of 14 advisors. It controls $1 billion in total assets across its 4,953 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 4,953 accounts, 17% are held by high-net-worth investors who have greater than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on which service is provided. Fee types charged by Iag Wealth Partners, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Iag Wealth Partners, LLC Brokerage Details
$1,101,831,560
14
4,953
$222,457
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lori Watt Work History
Lori has been registered as a financial advisor for 23 years.*
Lpl Financial, LLC
Iag Wealth Partners, LLC(Formerly:Investors Advisory Group, LLC)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lori Watt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iag Wealth Partners, LLC
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
