Michael Koerner is a registered investment advisor at Iag Wealth Partners, LLC, based in Waukesha, WI, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,229 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAG Wealth Partners offers investment advisory services where your annual fee is a percentage of the value of your investments. The maximum fee is 1.75% annually, but it may be lower depending on factors like the amount you invest and negotiations with IAG. Fees are typically deducted quarterly in advance. IAG also offers access to LPL Financial sponsored advisory programs with maximum fees ranging from 1.35% to 2.95%.
Location
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI, 53188
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael works as a staff coach for Elmbrook United, dedicating about 10-20% of his time. He also provides investment advisory services through IAG Wealth Partners, LLC, and operates a DBA for his LPL business, dedicating full-time hours to each.
Employment History
Current Registrations
Iag Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
H. Beck, INC.Broker
Annex Wealth Management, LLC
Sii Investments, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.