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 @ IAG Wealth Partners
2012 - now Wealth Consultant @ IAG Wealth Partners
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2008 - 2012 Financial Advisor @ AXA Advisors, LLC
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1993 - 2008 Financial Planner @ Lincoln Financial Network
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1990 - 1993 Administrative Assistant @ CIGNA Financial Advisors

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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

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Rusty Peterson Skills

Charitable Planning
Wealth Management
Business Succession Planning

Strategic Financial Planning
Estate Planning
Retirement Planning
Retirement
Financial Advisory
401k
Securities

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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.

Rusty Peterson Emails

Found 1 emails

@iagwealthpartners.com

Rusty Peterson Phone Numbers

Found 2 phone numbers

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Russell Peterson

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Top IAG Wealth Partners Employees

Jacob Martin

Marketing Specialist at IAG Wealth Partners

Milwaukee, WI, US
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- hotmail.com
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- +1 239-353-XXXX
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Rusty Peterson

Partner, Wealth Consultant at IAG Wealth Partners

Waukesha, WI, US
1
- iagwealthpartners.com
2
- +1 262-446-XXXX
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Cheryl Tesch

Insurance Specialist at IAG Wealth Partners

Waukesha, WI, US
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- +1 414-331-XXXX
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