"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

The AdvisoryHQ Top Rated Financial Advisory Firm award is based on a wide range of filters including total assets under management (AUM), firm size/quality, the amount of revenue generated by an advisory firm, fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.

What's New

Up Again

2017-09-20 10:00:30

This weeks blogger is Scott D. Heins, CFP® and Chief Investment Officer

Three weeks ago our blog focused on the Deceiving Real-Time Slow Motion Stock Market Correction that occurred through the summer months.

We observed that stock prices had moved very little over the summer while earnings estimates had climbed, creating an environment where stocks in general appeared to be reasonably priced instead of extremely overvalued as they were in the spring.

Ever since that blog there has been nothing slow motion or deceiving about the stock market’s direction.

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2017-09-13 10:04:26

Around August 27 a small clump of clouds floated harmlessly off of the west coast of Africa. Calling those clouds a modest thunderstorm would have been an exaggeration.

Less than a week later this small clump of clouds had grown into a Category 5 monster hurricane that unleashed its destructive wrath on people living on Caribbean islands and eventually Florida.

Read Full Article

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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