Thomas
Peterson
Iag Wealth Partners, LLC
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About this Advisor
Thomas Peterson is a financial advisor based in Waukesha, Wisconsin, working with Iag Wealth Partners, LLC. Thomas has previously held positions at Lpl Financial LLC and Iag Wealth Partners, LLC (formerly known as Investors Advisory Group LLC). Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Thomas is part of Iag Wealth Partners, LLC, which operates out of Waukesha, Wisconsin. The firm has 2 offices and 13 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Iag Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Iag Wealth Partners, LLC Brokerage Details
$1,333,579,724
13
5,365
$248,570
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Thomas Peterson Work History
Lpl Financial LLC
Iag Wealth Partners, LLC (Formerly:Investors Advisory Group LLC)
Disclosures
Please visit the SEC profile of Thomas Peterson 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
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