"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


2017-02-28 09:51:56

Easter Sunday, April 19, 1987. The Brewers are losing (you really want to click on this link) to the Texas Rangers 4-1 in the bottom of the 9th inning. It appears their season-opening winning streak will come to an end at 11.

Until Rob Deer hits a 3-run homer to tie the game. And then..

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Record Highs

2017-02-21 04:15:05

Aaaahhh, winter in Wisconsin.

On Saturday a few kids in our neighborhood set up a lemonade stand. Neighbors had their lawn chairs out around their fire pit enjoying the pleasant evening. Restaurants opened their outdoor seating. There were even some Harley-Davidsons out for a leisurely mid-winter stroll.

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Investors Advisory Group, LLC  BBB Business Review

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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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