Privacy Policy

Last Updated: February 26, 2026

IAG Wealth Partners (“IAG,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the confidentiality and security of your Personal Information. This Privacy Policy explains how we collect, use, disclose, and safeguard information through our website, https://iagwealthpartners.com (the “Site”), and in connection with our wealth management and financial advisory services.

This Policy is designed to comply with applicable U.S. financial privacy laws, including the Gramm-Leach-Bliley Act (GLBA), SEC Regulation S-P, and, where applicable, the General Data Protection Regulation (GDPR).

1. Company Information

IAG Wealth Partners
N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188
United States

Phone: (262) 446-8150
Email: iag@lpl.com

2. Information We Collect

A. Personal Information

We may collect Personal Information that you voluntarily provide, including:

  • Full name
  • Email address
  • Phone number
  • Mailing address
  • Employment information
  • Financial information (assets, income, net worth, investment preferences)
  • Risk tolerance and financial planning data
  • Account-related information
  • Communication preferences

For clients, this may include nonpublic personal information (NPI) as defined under GLBA and Regulation S-P.

B. Automatically Collected Information

When you visit the Site, we may automatically collect:

  • IP address
  • Browser type and version
  • Device identifiers
  • Pages visited
  • Referral source
  • Usage data and interaction analytics

This information is collected through cookies and similar tracking technologies.

3. How We Use Your Information

We use Personal Information to:

  • Provide financial planning and investment advisory services
  • Open, manage, and maintain accounts
  • Communicate regarding services, updates, or compliance requirements
  • Respond to inquiries
  • Comply with legal, regulatory, and fiduciary obligations
  • Improve website functionality and user experience

We do not sell your nonpublic personal information.

4. GLBA & Regulation S-P Compliance

As a financial services provider, IAG Wealth Partners complies with:

  • The Gramm-Leach-Bliley Act (GLBA)
  • SEC Regulation S-P
  • Applicable SEC and FINRA data protection guidance

We limit the collection and sharing of nonpublic personal information to what is necessary to:

  • Provide financial services
  • Comply with regulatory requirements
  • Protect against fraud and unauthorized activity

We maintain administrative, technical, and physical safeguards to protect client information.

Clients may request a copy of our annual privacy notice and may exercise applicable opt-out rights under GLBA.

5. Legal Basis for Processing (GDPR)

If you are located in the European Economic Area (EEA) or the United Kingdom, we process Personal Data based on:

  • Contractual necessity
  • Legal obligations
  • Legitimate business interests
  • Consent (where required)

You may withdraw consent at any time.

6. Sharing of Information

We may share Personal Information with:

  • Custodians and clearing firms
  • Technology service providers
  • Compliance and legal advisors
  • Regulatory authorities (SEC, state regulators, law enforcement)
  • Third parties at your direction

We do not disclose nonpublic personal information to non-affiliated third parties for marketing purposes.

7. TrustArc Compliance Framework

IAG Wealth Partners utilizes TrustArc privacy compliance technologies to support transparency and regulatory alignment, including:

  • GDPR compliance
  • U.S. state privacy law compliance
  • Consent management
  • Cookie preference tracking
  • Audit logging for regulatory documentation

Through TrustArc’s consent tools, users may manage cookie preferences, including accepting or rejecting non-essential cookies.

TrustArc tools help demonstrate ongoing compliance with evolving privacy regulations.

8. Website Accessibility (AudioEye)

IAG Wealth Partners partners with AudioEye to enhance website accessibility and usability for individuals with disabilities.

AudioEye technologies may:

  • Enable screen reader compatibility
  • Improve keyboard navigation
  • Provide contrast and visual adjustment features
  • Store user accessibility preferences

While we strive to conform to applicable accessibility standards (including WCAG guidelines), we do not warrant uninterrupted accessibility.

For accessibility assistance, please contact us at (262) 446-8150.

9. Your Privacy Rights

U.S. Clients

Under GLBA and certain state laws, you may:

  • Request details about the information we collect
  • Opt out of certain data sharing
  • Request corrections to inaccurate information

GDPR Data Subjects

If you reside in the EEA/UK, you may:

  • Access your Personal Data
  • Request correction
  • Request deletion
  • Object to processing
  • Restrict processing
  • Request data portability

To exercise these rights, contact us at our business address listed above.

10. Cookies & Tracking Technologies

We use cookies to:

  • Enable core website functionality
  • Improve performance
  • Analyze traffic patterns

You may manage cookies through:

  • TrustArc consent tools
  • Browser settings

Disabling certain cookies may limit website functionality.

11. Data Security

We implement reasonable administrative, technical, and physical safeguards, including:

  • Encrypted connections (SSL/TLS)
  • Access controls
  • Vendor due diligence
  • Ongoing monitoring

However, no transmission method over the internet is 100% secure.

12. Data Retention

We retain Personal Information:

  • As long as necessary to provide services
  • To comply with regulatory retention obligations
  • To resolve disputes and enforce agreements

Retention periods may be extended due to SEC recordkeeping requirements.

13. International Data Transfers

If you access the Site from outside the United States, you consent to the transfer of your data to the United States, which may have different data protection laws than your country of residence.

Where required, we use appropriate safeguards for international transfers.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updates will be posted with a revised “Last Updated” date.

15. Contact Information

IAG Wealth Partners
N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188
Phone: (262) 446-8150
Email: iag@lpl.com