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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-16-2000
- Office Locations
- 1
Office Locations
About IAG Wealth Partners, LLC
IAG Wealth Partners is a Wisconsin-based wealth management firm delivering holistic financial planning and investment management for individuals and families, with an emphasis on retirement and legacy planning. The team builds customized plans, sets risk guidelines, develops asset allocation, and seeks tax efficiency with proactive review meetings. Leadership has been recognized by Forbes Best-In-State (2025) and Forbes America’s Top RIA Firms (2024).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LORI ANN WATT
Financial Advisor, President, TREASURER
- CRD
- #1384309
- Ownership
- 25% but less than 50%
SCOTT DAVID HEINS
Financial Advisor
- CRD
- #4000196
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Kiefer A Baumbach
Financial Advisor
- CRD
- #7069455
Kyle James Bence
Associate
- CRD
- #7495107
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,868,964,951 | $296,191 |
| Non-Discretionary | $0 | -- |
| Total | $1,868,964,951 | $296,191 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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