"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


2016-10-25 03:17:37

1908 and 1948.

It has been a looong time since the Chicago Cubs or the Cleveland Indians have won the World Series. One of those droughts will most likely end sometime between October 29 and November 2 barring the very unexpected.

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The Great Medicare Deal of 2017

2016-10-19 10:39:09

After a very round 0% increase for 2016, yesterday the Social Security Administration announced that the cost of living adjustment (COLA) for Social Security benefits will be 0.3% in 2017

But seniors may not even see the .3% increase in benefits in their checking accounts next year because...

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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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