Lori Watt Email & Phone Number
President @ IAG Wealth Partners
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Lori Watt Location
- Waukesha, WI, US
Lori Watt Work
- 1985 -now President @
Lori Watt Skills
- Wealth Management
- Strategic Financial Planning
- Financial Advisory
- Portfolio Management
- Securities
- Leadership
- Financial Planning
- Strategy
- Financial Services
- Strategic Planning
- Retirement
- IRAs
- 401k
- Investments
- Investment Advisory
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Series 7
- Small Business
- Estate Planning
- Financial Planners
- Fundraising
- Fixed Annuities
- Long-term Care
- Management
- New Business Development
- Long Term Care
Lori Watt Summary
- Lori Watt, based in Waukesha, WI, US, is currently a President at IAG Wealth Partners. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Financial Advisory, Portfolio Management, Securities and more. Lori Watt has 2 emails and 3 mobile phone numbers on RocketReach.
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Top IAG Wealth Partners Employees
Cheryl Tesch
Insurance Specialist
Waukesha, WI, US
George Lobaton
Financial Operations
Milwaukee, WI, US
Susan Kuhlenbeck
Vice-President
Waukesha, WI, US
Lori Watt
President
Waukesha, WI, US
Michael Kellen
Assistant to the Chief Investment Officer
Milwaukee, WI, US
Matthew Totsky
Wealth Platform Manager
Germantown, WI, US
Rusty Peterson
Partner, Wealth Consultant
Waukesha, WI, US
Mandi Hawk
Assistant Manager of Operations
Waukesha, WI, US
Jason Ganiere
Certified Financial Planner
Milwaukee, WI, US
Anne Sapienza
Partner
Waukesha, WI, US
Jennifer von Ruden
Chief Compliance Officer
Waukesha, WI, US
Jayme Heineck
Financial Advisor
Hartland, WI, US
Jacob Martin
Marketing Specialist
Milwaukee, WI, US
Kyle Bence
Financial Advisor
Milwaukee, WI, US
Thomas Peterson
Financial Advisor and Partner
Milwaukee, WI, US
Mike Kutz
Financial Advisor
Janesville, WI, US
Mark Wieselmann
Investment Operations Associate
Milwaukee, WI, US
Jenny Schmeichel
Executive Director
Milwaukee, WI, US
Lindsay Lavine
Financial Operations Associate
United States
Joshua Oswald
Business Operations Associate
Milwaukee, WI, US
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