Thomas Peterson Email & Phone Number
Financial Advisor and Partner @ IAG Wealth Partners
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Thomas Peterson Location
- Milwaukee, WI, US
Thomas Peterson Work
- 2019 -now Financial Advisor and Partner @
- 2011 -now Financial Advisor @
- 2002 -2010 Partner, Financial Advisor @ Peterson & Tracey Financial, LLC
- 1999 -2002 Accounting and Treasury @
- 1996 -1999 Accounting Supervisor @ Northern Computers
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.
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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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