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Michael Lee Kutz

IAG Wealth Partners, LLC

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About Michael Lee Kutz

Michael Lee Kutz is a financial advisor with IAG Wealth Partners, LLC. Michael has been in the financial services industry since 2004. He has a Series 6, 7, 63 and 65 licenses and a SIE designation. Michael is registered to offer securities in Hawaii, Illinois, Indiana, Iowa, Michigan, North Carolina, Tennessee, and Wisconsin. He specializes in providing financial planning, investment management, and educational seminars to individuals, corporations and charitable organizations. Michael is also a registered Investment Advisor with IAG Wealth Partners, LLC.

Firm Information

Michael Kutz 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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Michael Kutz’s Registration & Firm History

WI

02/07/2011 - Present

IAG Wealth Partners, LLC (WAUKESHA WI)

WI

05/28/2010 - 01/06/2011

WOODBURY FINANCIAL SERVICES, INC. (JANESVILLE WI)

WI

09/16/2004 - 05/26/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JANESVILLE WI)

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Licenses & Designations

IA

Issued 11/10/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2011

Series 7 - General Securities Representative Examination

BC

Issued 09/15/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Lee Kutz.
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