Menomonee Falls, WI Office

Peter Wagner is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, and previously worked at Cambridge Investment Research Advisors. Wagner is also involved in tax preparation through Harvest Tax Service. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of independent advisory representatives and employs a variety of portfolio management strategies supported by technology platforms.

Tanner Leister is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Northwestern Mutual. Outside of his advisory work, he is also involved as a musician. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm employs discretionary and non-discretionary portfolio management strategies, utilizing model portfolios, sub-advisors, and various analytical techniques.