"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

Flummoxed

2016-06-24 03:16:00

Yesterday’s vote for Britain to leave the European Union after 40 years leaves markets flummoxed today. There are far more questions than answers at this point.

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The Magical Brexit

2016-06-23 07:31:02

Last week the potential Brexit (Britain leaving the European Union) caused much consternation among traders. Polls were showing that support for the Brexit was growing and this uncertainty drove European stock markets down, down, and down.

 

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©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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