Debra Melvin is a registered investment advisor at Iag Wealth Partners, LLC, based in Waukesha, WI, with 21 years of industry experience. Debra 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Debra provides investment advisory services through IAG Wealth Partners, LLC, dedicating nearly full-time hours to this activity. She also wrote a financial workbook for women, sold on Amazon, spending minimal time on it.
Employment History
Current Registrations
Iag Wealth Partners, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cedar Creek Securities, INC.
Cedar Creek Securities, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations9 states
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