Joshua Alex Oswald
Investment adviser representative at Iag Wealth Partners, LLC
12 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
12 years in the industry.
- Iag Wealth Partners, LLCMar 2022 to now
- LPL Financial LLCMar 2022 to now
- Fis GlobalJan 2020 to Feb 2022
- East Troy High SchoolMar 2019 to Jun 2022
- University of Wisconsin - MilwaukeeJan 2019 to Aug 2021
- Geneva Laboratories, Inc.Jun 2018 to Jan 2020
- East Troy Community School DistrictMay 2016 to Aug 2017
- Ripon CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7516936
- Firm CRD
- 109721