Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Koerner is an investment advisor representative at IAG Wealth Partners, LLC. Michael has been in the financial services industry since 1998. Michael holds both Series 6 and 63 securities licenses, along with the Series 65 investment advisor license. Michael is licensed in Wisconsin and has been registered with the state since 2017. Michael's specialties include financial planning, portfolio management, and providing educational seminars. Michael also provides services to individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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
09/26/2017 - Present
IAG Wealth Partners, LLC (WAUKESHA WI)
WI
12/08/2009 - 08/08/2017
H. BECK, INC. (ELM GROVE WI)
WI
09/15/2003 - 12/07/2009
SII INVESTMENTS, INC. (BROOKFIELD WI)
GA
04/12/2002 - 09/23/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
02/20/1998 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 11/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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