Rusty Peterson Email & Phone Number
Partner, Wealth Consultant @ IAG Wealth Partners
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Rusty Peterson Location
- Waukesha, WI, US
Rusty Peterson Work
- 2019 -now Partner, Wealth Consultant @
- 2012 -now Wealth Consultant @
- 2008 -2012 Financial Advisor @
- 1993 -2008 Financial Planner @
- 1990 -1993 Administrative Assistant @ CIGNA Financial Advisors
Rusty Peterson Education
- Kingdom Advisors
Certified Kingdom Advisor (CKA) (Finances and Stewardship)
2018-2019 - College For Financial Planning
CRPC® (Certified Retirement Planning Counselor)
2008-2008 - American College
CLU (Chartered Life Underwriter)
1991-1993 - American College
ChFC (Chartered Financial Consultant)
1990-1991 - Southwestern University
BA (Major in Business, Minor in Mathematics)
1987-1990 - Round Rock High School
High School Diploma (Science & Math)
1983-1986
Rusty Peterson Skills
- Charitable Planning
- Wealth Management
- Business Succession Planning
- Strategic Financial Planning
- Estate Planning
- Retirement Planning
- Retirement
- Financial Advisory
- 401k
- Securities
- Investments
- Life Insurance
- Insurance
- Finance
- Fixed Annuities
- Mutual Funds
- Financial Planners
- Asset Management
- Small Business
- Investment Advisory
- Plannning
- IRAs
- Asset Allocation
- Investment Strategies
- Wealth Accumulation
- Financial Goals
- Long Term Care
- Disability Insurance
- Succession Planning
- Employee Stock Options
- Series 7
- Strategic Planning
- Team Building
Rusty Peterson Summary
- Rusty Peterson, based in Waukesha, WI, US, is currently a Partner, Wealth Consultant at IAG Wealth Partners. Rusty Peterson brings experience from previous roles at IAG Wealth Partners, AXA Advisors, LLC, Lincoln Financial Advisors and CIGNA Financial Advisors. Rusty Peterson holds a 2018 - 2019 Certified Kingdom Advisor (CKA) in Finances and Stewardship @ Kingdom Advisors. With a robust skill set that includes Charitable Planning, Wealth Management, Business Succession Planning, Strategic Financial Planning, Estate Planning and more. Rusty Peterson has 1 emails and 1 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
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Mike Kutz
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Janesville, WI, US
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Jenny Schmeichel
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