A complete list of active advisors currently associated with IAG Wealth Partners, LLC

Warmer can help you find a great advisor at IAG Wealth Partners, LLC or one who fits your needs even better.

IAG Wealth Partners provides financial planning, discretionary investment management, and consulting services to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) as well as business entities. Many client relationships are implemented through LPL‑sponsored programs, and the brochure notes that the majority of IAG’s advisory clients are currently serviced through LPL’s Strategic Wealth Management (SWM) program. The firm generally favors a long‑term, buy‑and‑hold orientation while offering both model‑based “Core Portfolios” and custom “Non‑Model” strategies, and it also facilitates access to third‑party money managers and multiple LPL program options. Recommendations may include ETFs, mutual funds, fixed income and, for qualified clients, less‑liquid investments; implementation is often subject to LPL platform features such as transactional charges, share‑class selection, and the NTF network. Noteworthy disclosures in the brochure include IAG’s use of client testimonials in its advertising and the stated use of artificial intelligence–enabled tools for business and administrative purposes (explicitly not for making investment decisions). The firm’s advisors are dually registered with LPL and may offer brokerage and insurance products, IAG maintains a referral arrangement with Great Midwest Bank, and it reports roughly $1.87 billion in discretionary assets under management across 15 advisors and about 2,339 clients.

To learn more about the advisors currently working at IAG Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse IAG Wealth Partners, LLC's office locations.