About Us
Get to know us
Based in Waukesha, WI, IAG is an independent, full-service financial planning group established in 1985. IAG Wealth Partners guides their clients in making sound wealth management decisions throughout the stages of their lives, with the goal of fulfilling their passions and achieving their dreams.
Our client mix of professionals, multi-generational families, retirees, and business owners reflects the varied experiences and skill sets of our talented advisors and professional support staff. Our team consists of experienced financial advisors who are dedicated to courtesy, accuracy, and exceptional customer service. We take a holistic approach to creating sound plans that address every aspect of your personal financial life.
At IAG we develop a comprehensive relationship with each of our clients. It’s not all about business. We host relevant educational workshops and fun social events that make our clients feel like family. It is relationships like these that have helped grow IAG to the financial planning firm it is today.
Our Mission Statement
To guide our clients in making sound wealth management decisions throughout life’s journey so they may fulfill their passions and pursue their dreams.
Our Spiritual Commitment
Out of love for our Lord and Savior and in service to others, we strive to help our clients fulfill their purpose and accomplish their dreams.
We believe that faith is the foundation for a lifetime of personal and professional wealth. IAG is a team made up of fun, caring, and professional individuals that dedicate themselves to every client, every day.
Our Purpose
To tailor advice to your financial goals and lifestyle. Through a caring family culture and team approach, we provide you with a superior client-centric experience. Our independence and integrity help you build clarity and confidence as we navigate your financial journey.
Serving Clients at Great Midwest Bank since 2019
In addition to continuing to serve IAG clients, Financial Advisors Jayme Heineck and Jesse Sindorf, along with Client Service Associates, Mandi Hawk and Lindsay Lavine, are IAG’s dedicated service team located at Great Midwest Bank.
We welcome all clients to the IAG family!
Working with a Financial Professional Associated with a Financial Institution
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through IAG Wealth Partners, a registered investment advisor and separate entity from LPL Financial. Great Midwest Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using IAG Wealth Partners, and may also be employees of Great Midwest Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Great Midwest Bank or IAG Wealth Partners. Securities and insurance offered through LPL or its affiliates are:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
