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Kyle James Bence

IAG Wealth Partners, LLC

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About Kyle James Bence

Kyle James Bence is a registered representative of IAG Wealth Partners, LLC, offering securities and investment advisory services through LPL Financial LLC. Kyle has been in the financial services industry since January 2022. Kyle obtained his Series 7TO, SIE, and Series 66 registrations. Kyle holds specializations in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors.

Firm Information

Kyle Bence 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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Kyle Bence’s Registration & Firm History

WI

06/13/2024 - Present

IAG Wealth Partners, LLC (WAUKESHA WI)

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Licenses & Designations

BOTH

Issued 05/13/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kyle James Bence. Review regulatory record here.
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