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Thomas Lee Peterson

IAG Wealth Partners, LLC

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About Thomas Lee Peterson

Thomas Peterson is a financial advisor based in Waukesha, WI. He is registered with IAG Wealth Partners, LLC and has over 20 years of experience in the financial services industry. Thomas has a strong commitment to helping his clients achieve their financial goals and provides a range of services including financial planning, portfolio management, and educational seminars.

Firm Information

Thomas Peterson 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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Thomas Peterson’s Registration & Firm History

WI

02/07/2011 - Present

IAG Wealth Partners, LLC (WAUKESHA WI)

WI

07/11/2002 - 01/06/2011

WOODBURY FINANCIAL SERVICES, INC. (ELM GROVE WI)

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Licenses & Designations

IA

Issued 10/26/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/10/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Lee Peterson.
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