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Jesse Michael Sindorf

IAG Wealth Partners, LLC

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About Jesse Michael Sindorf

Jesse Michael Sindorf is a financial advisor with IAG Wealth Partners, LLC. Jesse has been in the financial services industry since September 24, 2017. Jesse is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR). Jesse is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative (RR). Jesse is licensed to sell securities in Arizona, Florida, Illinois, Indiana, Minnesota, North Carolina, Texas, and Wisconsin. Jesse holds the Series 66, Series 7 and SIE securities licenses.

Firm Information

Jesse Sindorf 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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Jesse Sindorf’s Registration & Firm History

WI

01/29/2019 - Present

IAG Wealth Partners, LLC (WAUKESHA WI)

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Licenses & Designations

BOTH

Issued 07/28/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Michael Sindorf.
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