Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ann Watt is a financial advisor who has been in the industry since 1985. Lori is a Certified Financial Planner® professional and a registered representative of IAG Wealth Partners, LLC. Lori provides investment advisory services through IAG Wealth Partners, LLC, an independent investment advisor firm. Lori started this business activity on 5/24/2018. Lori is a registered investment advisor representative in Florida, Texas, and Wisconsin. Lori's past employment includes Raymond James Financial Services, Inc. and Mutual Service Corporation. Lori is also a registered representative of LPL Financial, LLC. Lori specializes in investment management, financial planning, and retirement planning. Lori offers a variety of financial services, including investment management, financial planning, and retirement planning. Lori's expertise in these areas allows her to provide personalized advice and strategies to help individuals and families achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
05/16/2000 - Present
IAG Wealth Partners, LLC (WAUKESHA WI)
WI
11/02/1988 - 03/12/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)
NA
09/25/1985 - 11/05/1988
MUTUAL SERVICE CORPORATION
NA
07/29/1985 - 10/01/1985
CREATIVE ASSET MANAGEMENT, INC.
BC
Issued 08/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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