With IAG since: 2012
Professional Certifications: Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Counselor℠, Certified Kingdom Advisor
Personal: Family, faith, golf, and movies
Honors & Awards: Five Star Wealth Manager 8-time award recipient
Phone: 262-446-8150
Fax: 262-446-8135
Email: rpeterson@iagwealthpartners.com
Video Bio: View
At our core, IAG Wealth Partners is a family helping other families. My clients’ love of life dedication to taking care of their families, no matter what, inspires me daily. I strive to this challenge providing guidance and supporting my clients’ financial objectives throughout the planning process.
Working at IAG, I have come to appreciate the value of an organization that truly cares about building, maintaining, and nurturing deeper client relationships—something many firms neglect. As an independent firm, IAG is not beholden to any company telling us what to sell to our clients or how to do so. We act in a fiduciary capacity, which puts our interests on the same side as our clients. We create a custom plan and custom portfolio, grounded in our Statement of Faith and commitment to our client’s goals and dreams.
What’s more, IAG will be around for the long haul. We have a succession plan in place to ensure that our clients will be well served for years to come.
I live in Delafield with my wife, Marna, and our Rottweiler, Nellie. I enjoy going for walks, a good round of golf, and a glass of wine, and a good movie. I am a member of the Pi Kappa Alpha fraternity. I lead a monthly Kingdom Advisors study group at the IAG offices in Waukesha. Kingdom Advisors is a group of Christian financial advisors that is not affiliated with IAG Wealth Partners, LLC or LPL Financial.
Financial Advisors
