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Scott David Heins

IAG Wealth Partners, LLC

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About Scott David Heins

Scott David Heins is a financial advisor in Waukesha, WI. Scott has been in the financial services industry since 1999. He is currently registered with IAG Wealth Partners, LLC and is a registered representative with LPL Financial LLC. Scott has a Series 7, Series 31, Series 66, and Series 30 licenses. Scott is also a Certified Financial Planner. Scott specializes in portfolio management for individuals and businesses. Scott has experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Scott is also a member of the Financial Planning Association.

Firm Information

Scott Heins 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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Scott Heins’s Registration & Firm History

WI

05/16/2000 - Present

IAG Wealth Partners, LLC (WAUKESHA WI)

WI

11/10/1999 - 03/12/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)

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Licenses & Designations

BOTH

Issued 12/02/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2003

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 11/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott David Heins.
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