Forbes Recognizes Lori A. Watt, CFP® as a Top Woman Wealth Advisor
Lori Watt, a financial advisor at IAG Wealth Partners, LLC in Waukesha, WI has been named one of the 2022 Top Women Wealth Advisors in the nation, according to a list recently published by Forbes.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including in-person interviews, years of experience, compliance records and assets under management**.
"On behalf of the LPL team, I'm thrilled to congratulate Lori said Angela Xavier, LPL executive vice president, Independent Advisor Services. Lori has successfully leveraged the independent platform to grow her career and help her clients work toward their financial goals and dreams. Although we continue to face emerging challenges from the ongoing pandemic, Lori has found continued success through her integrity and established trust with her clients. We wish Lori continued success and congratulations for her Forbes recognition."
Lori has 37 years of experience in the financial service industry and provides wealth and estate planning, retirement planning, and business succession planning.
Watt is a financial advisor affiliated with LPL Financial, a leading* retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients' financial lives.
About IAG Wealth Partners, LLC
At IAG Wealth Partners, 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 35 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.
About LPL Financial:
LPL Financial was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
**The Forbes ranking of America's Top Women Wealth Advisors Best-in-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IAG Wealth Partners, LLC, a registered investment firm and separate entity from LPL Financial.
Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
LPL Financial, Forbes, SHOOK Research and IAG Wealth Partners are all separate entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Top Women Wealth Advisors list.