Rusty Peterson
Partner, Wealth Consultant at IAG Wealth Partners
- Role
- Partner, Wealth Consultant at IAG Wealth Partners
- Location
- Waukesha, WI, US
- LinkedIn followers
- 500 followers
About Rusty Peterson
Rusty Person is a wealth consultant at IAG Wealth Partners, LLC. We partner with clients…
Experience
Partner, Wealth Consultant
Jul 2019 — Present · Waukesha, WI, US
Education
Southwestern University
BA, Major in Business, Minor in Mathematics
1987 — 1990
American College
ChFC, Chartered Financial Consultant
1990 — 1991
Kingdom Advisors
Certified Kingdom Advisor (CKA), Finances and Stewardship
2018 — 2019
College For Financial Planning
CRPC®, Certified Retirement Planning Counselor
2008 — 2008
Round Rock High School
High School Diploma, Science & Math
1983 — 1986
American College
CLU, Chartered Life Underwriter
1991 — 1993
Skills
- Asset Management
- Small Business
- Succession Planning
- Insurance
- Charitable Planning
- Wealth Management
- Disability Insurance
- Business Succession Planning
- Retirement
- Strategic Financial Planning
- Iras
- Employee Stock Options
- Series 7
- Life Insurance
- Finance
- Fixed Annuities
- Long-Term Care
- Financial Planners
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Investments
- Financial Advisory
- Investment Advisory
- Plannning
- Securities
- Estate Planning
- Financial Goals
- 401k
- Wealth Accumulation
- Retirement Planning
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