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Christopher William Mitchell

IAG Wealth Partners, LLC

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About Christopher William Mitchell

Christopher Mitchell is a financial advisor with over 20 years of experience. Christopher holds a Series 7 and Series 66 license, as well as the SIE. Christopher's firm, IAG Wealth Partners, LLC, provides financial planning, portfolio management for individuals, and educational seminars to a wide range of clients. Christopher has a strong reputation in the industry and is dedicated to providing personalized financial advice to help his clients achieve their financial goals.

Firm Information

Christopher Mitchell is currently registered with IAG Wealth Partners, LLC. IAG Wealth Partners, LLC is an investment advisor headquartered in Waukesha, Wisconsin. They specialize in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have a team of 13 investment advisor representatives and manage over $1.3 billion in regulatory assets under management.
IAG Wealth Partners, LLC

N19 W24200 RIVERWOOD DRIVE

WAUKESHA, WI 53188

$1.33B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Mitchell’s Registration & Firm History

WI

07/26/2005 - Present

IAG Wealth Partners, LLC (WAUKESHA WI)

WI

06/27/2005 - 03/12/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)

GA

05/08/2003 - 06/17/2005

FSC SECURITIES CORPORATION (ATLANTA GA)

TX

10/23/2000 - 08/23/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 09/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher William Mitchell.
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