Thomas Peterson Email & Phone Number
Financial Advisor and Partner @ IAG Wealth Partners
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Thomas Peterson Location
- Milwaukee, WI, US
Thomas Peterson Work
- Financial Advisor and Partner @ (July 2019 - Present)
- Financial Advisor @ (January 2011 - Present)
- Partner, Financial Advisor @ Peterson & Tracey Financial, LLC (September 2002 - December 2010)
- Accounting and Treasury @ (August 1999 - August 2002)
- Accounting Supervisor @ Northern Computers (January 1996 - October 1999)
Thomas Peterson Education
- University of Wisconsin-Eau Claire
BBA (Accounting)
1990-1995
Thomas Peterson Skills
- Financial Reporting
- Financial Analysis
- Strategic Financial Planning
- Tax
- Accounting
- Asset Management
- Financial Modeling
- CPA
- Cash Management
- Finance
- Financial Accounting
- Risk Management
- SEC filings
- Account Reconciliation
- Insurance
- Financial Advisory
- Mutual Funds
- Retirement
- Wealth Management
- Securities
- Portfolio Management
Thomas Peterson Summary
- Thomas Peterson, based in Milwaukee, WI, US, is currently a Financial Advisor and Partner at IAG Wealth Partners. Thomas Peterson brings experience from previous roles at IAG Wealth Partners, Peterson & Tracey Financial, LLC, Quad/Graphics and Northern Computers. Thomas Peterson holds a 1990 - 1995 BBA in Accounting @ University of Wisconsin-Eau Claire. With a robust skill set that includes Financial Reporting, Financial Analysis, Strategic Financial Planning, Tax, Accounting and more. Thomas Peterson has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Thomas Peterson?
Find contact details for 700 million professionals.
Others Named Thomas Peterson
Thomas Peterson
Principal Product Security Leader
Post Falls, ID, US
Thomas Peterson
Senior Inside Sales Representative and IT Specialist
Florida, United States
Thomas Peterson
President
Saint Paul, MN, US
Thomas Peterson
Chief Technology Officer
Hamden, CT, US
Thomas Peterson
CEO
Dallas, TX, US
Thomas Peterson
Chairman, Onosys
Chapel Hill, NC, US
Thomas Peterson
President
Orlando, FL, US
Thomas Peterson
cio
Wayzata, MN, US
Thomas Peterson
President
Littleton, CO, US
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
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
Jackson Bewer
Client Operations Intern
Waukesha, WI, US
Joshua Oswald
Business Operations Associate
Milwaukee, WI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co