Susan Kuhlenbeck, Partner
Vice President, Co-owner, Chief Operating Officer
- With IAG since: 1987
- Personal: Family, travel, sports, reading, and outdoor pursuits
IAG Wealth Partners is like my extended family. There are individuals of different ages, skill sets, education, and interests who all bring something unique to our business. It’s always been very important to me that we nurture relationships between clients and staff and promote collaboration within our own walls. Our success is based on doing what’s in our clients’ best interest.
At IAG, we are not fee or commission driven and we take a holistic approach in helping our clients work towards their goals over time, through a full spectrum of financial services. After spending many years working as a paralegal, I take a great deal of pride in expanding not only my wealth management credentials, but encouraging our team to do the same. In addition to serving as VP and COO at IAG, I am an LPL registered principal, licensed broker, investment advisor representative, and life insurance representative.
By overseeing and engaging in every aspect of management competencies and financial advising for our firm, I am able to provide a platform for the IAG team to recommend the right investment tools for the results you want to work towards. I believe that to help you make sound wealth management decisions, your investment partner must listen carefully to your needs and deliver on lasting personal relationships.
Susan is blessed with a husband, three beautiful daughters and two precious grandchildren. Spending time with them, along with her participation in several sprint triathalons and half marathons, helps balance her many responsibilities at IAG. She is passionate about travel by plane, train, automobile, and motorcycle to the near and far reaches of the globe. Susan is very active in her church, including serving on the pastoral and financial councils, and is on the board of directors for Friends for Health in Haiti, a charity that was started by one of her clients. In addition, Susan has been honored on Milwaukee Magazine’s “Five Star: Wealth Manager” list for 2012-2015*.
*2012-2015 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 Five Star Wealth Managers.