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

Lori Watt, Founder and President

Seminars & Events

Investors Advisory Group (IAG) offers several educational seminars, as well as some fun client appreciation events throughout the year. Our clients and their guests are encouraged to attend!


23rd Annual Wealth Management Symposium
Tuesday, May 22, 2018
Country Springs Hotel and Conference Center

Click here to view the complete invitation

Enroll Now





Click here for the flyer to our current series - Seven Deadly Sins of Succession Planning


Enroll Now


2nd Quarter Power Break 2018 -  TBD

  Date Time
Waukesha Office
N19 W24200 Riverwood Dr., Suite 150
June 5, 2018 7:30 AM
Waukesha Office June 5, 2018 4:00 PM
Waukesha Office
June 6, 2018 4:00 PM

Enroll Now

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investors Advisory Group, LLC  BBB Business Review

©2018 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.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, ND, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WY.