Michael Lee Kutz
Investment adviser representative at Iag Wealth Partners, LLC
15 yearsExperience
1 stateRegistered in
$1.9BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Iag Wealth Partners, LLCFeb 2011 to now
- Iag Wealth Partners, LLC (formerly:investors Advisory Group LLC)Jan 2011 to now
- LPL Financial LLCJan 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (WI).
Iag Wealth Partners, LLC
$1.9BAssets managed
2,356Clients
16Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4827231
- Firm CRD
- 109721