IAG Wealth Partners

Financial Services • Waukesha, Wisconsin, United States • 21-50 Employees

Company overview

Headquarters	N19W24200 Riverwood Dr., Suite 150, Waukesha, WI 53188, US
Phone number	+12624468150
Website	iagwealthpartners.com
NAICS	52
SIC	628
Founded	1985
Employees	21-50
Socials

Key Contact at IAG Wealth Partners

Susan Kuhlenbeck

Vice-President

IAG Wealth Partners Email Formats

IAG Wealth Partners uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@lpl.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@lpl.com	100%

About 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.

IAG Wealth Partners revenue & valuation

Annual revenue	$2,737,760
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,800,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Partner

C-Suite

Employees by Department

IAG Wealth Partners has 15 employees across 3 departments.

Departments

Number of employees

Funding Data

IAG Wealth Partners has never raised funding before.

IAG Wealth Partners Tech Stack

Discover the technologies and tools that power IAG Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

WP Rocket

Caching

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Google Tag Manager

Tag managers

GoDaddy

Hosting

Slider Revolution

Photo galleries

HubSpot

Marketing automation

Frequently asked questions

IAG Wealth Partners is located in Waukesha, Wisconsin, US.

You can reach IAG Wealth Partners at +12624468150.

IAG Wealth Partners was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

IAG Wealth Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at IAG Wealth Partners

Susan Kuhlenbeck

Vice-President

4.8

40,000 users