Iag Wealth Partners
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.
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Verified contacts
24
available on Kipplo
LinkedIn employees
34
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
3
tools in use
Monthly traffic
524
organic / mo
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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- TP
Thomas Peterson
Financial Advisor Partner · Finance & Accounting
EmailPhone - SK
Susan Kuhlenbeck
Vice-president · General Business & Management
EmailPhone - GL
George Lobaton
Financial Operations · Finance & Accounting
EmailPhone - DF
Dulce Fisher
Client Services Associate · Customer/Client Service
EmailPhone - KR
Katherine Real
Financial Operations Associate · Finance & Accounting
EmailPhone - MW
Mark Wieselmann
Investment Operations Associate · Operations
EmailPhone - MK
Michael Kellen
Assistant to the Chief Investment Officer · Finance & Accounting
EmailPhone - AS
Anne Sapienza
Partner · General Business & Management
EmailPhone - BF
Becky Fink
&, · Other
EmailPhone
Showing 9 of 24 verified contacts
Top roles at Iag Wealth Partners
17 distinct titles indexed · top 10 shown.
- 4financial advisor
- 2business operations associate
- 2financial operations associate
- 1&,
- 1assistant to the chief investment officer
- 1certified financial planner
- 1chief compliance officer
- 1client services associate
- 1financial advisor partner
- 1financial operations
- +7more titles
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