Christopher W. Mitchell, CFP®, Partner

With IAG since: 2005
Professional Certifications: CFP®
Relationship Minimum: $1,000,000
Personal: Family, travel, and sports
Honors & Awards: Five Star Wealth Manager 4-time award recipient, Forbes Best-in-State Wealth Advisor 2021, 2020, 2019

Phone: 262-446-8150
Fax: 262-446-8135

I have to credit my grandmother for getting me interested in investing. When I was a kid, she bought Ford Motors stock for me and I’ve been fascinated with investing ever since. At IAG Wealth Partners we get to know our clients “beyond the numbers.” We are problem-solvers, developing strategies to address peoples’ goals today and tomorrow.

With a passion for helping people, investment and financial planning has come so naturally. I especially enjoy getting to know my retired clients. They have a wealth of life experience and insight on the world that they inspire me and build my perspective.

Our client-focused social events are a good way to get to know our clients too. Our Shredding Picnic is one of my favorites. We get to know our clients’ entire families while we help them reduce the paper clutter in their lives. It’s always a great time.

I think the fundamental key to IAG’s success is our integrity and our holistic approach to financial planning.  Our investment strategies are always designed with a purpose, and incorporate thoughtful attention to our clients’ tax and cash flow planning needs.

Chris and his wife live in Brookfield with their son and daughter. He enjoys a wide variety of activities, including downhill skiing, playing guitar, and exploring ethnic foods, but his real passion is international travel. He has visited more than 40 countries while working on his goal to visit one country for every year he has lived.

Chris has been quoted in the Wall Street Journal and has been honored on the Forbes Best-in-State Wealth Advisor ranking each of the past three years.

Five Star *2012-2021 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017, 2018 and 2019 Five Star Wealth Managers.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.