"We offer a trusted, caring partner to guide you in making wise financial decisions for today and tomorrow."

Lori Watt, Founder and President

What are you looking for in a financial partner?

  • Financial Advisor Milwaukee
  • Financial Advisor Milwaukee
  • Financial Advisor Milwaukee
  • Financial Advisor Milwaukee

Why consider Investors Advisory Group?

At Investors Advisory Group (IAG), we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA's BrokerCheck.

“The world of financial planning is far too complex to not have a financial advisor on your team. Our team's goal is to help you achieve your goals.”

Susan Kuhlenbeck, VP, Co-Owner

What's New

Before or After?

2016-08-24 09:06:47

Markets are eerily quiet right now. After a very volatile start to 2016 and a very impressive recovery since February, large cap US stocks have literally gone almost nowhere for the last two weeks.

So is this the calm after the February storm or the calm before the fall storm?

Read Full Article

Flying High

2016-08-16 04:27:45

For the past week my 6-year-old daughter has been really excited. Actually a little nervous, but mostly excited. She is very much looking forward to flying

Read Full Article

Investors Advisory Group, LLC  BBB Business Review

©2016 Investors Advisory Group, LLC

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Investors Advisory Group, a registered investment advisor and separate entity from LPL Financial.

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