Jennifer B. Bartz

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CRD#: 3089562

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer Beth Bartz, who also goes by Jenny Beth Bartz, Jennifer Beth Heisdorf, Jenny Beth Heisdorf, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2008. Jennifer had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jenny Beth Bartz | Jennifer Beth Heisdorf | Jenny Beth Heisdorf

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 12, 2018 - December 3, 2021

IAG WEALTH PARTNERS, LLC

RIA

CRD#: 109721

WAUKESHA, WI

Past

April 1, 2009 - September 17, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

WAUKESHA, WI

Past

March 11, 2009 - January 13, 2022

LPL FINANCIAL LLC

CRD#: 6413

WAUKESHA, WI

Past

September 19, 2008 - March 12, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WAUKESHA, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IAG WEALTH PARTNERS, LLC

IAG WEALTH PARTNERS, LLC | INVESTORS ADVISORY GROUP, LLC | INVESTORS ADVISORY GROUP, INC

CRD#: 109721 / SEC#: 801-70404

RIA

Registered Investment Advisory firm - (7/28/2009 Approved)

California

Registered Investment Advisory firm - (8/12/2009 Terminated)

Wisconsin

Registered Investment Advisory firm - (8/12/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/31/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/2008

General Securities Representative Examination

Current Firm

IAG WEALTH PARTNERS, LLC

IAG WEALTH PARTNERS, LLC | INVESTORS ADVISORY GROUP, LLC | INVESTORS ADVISORY GROUP, INC

CRD#: 109721 / SEC#: 801-70404

RIA

Registered Investment Advisory firm - (7/28/2009 Approved)

California

Registered Investment Advisory firm - (8/12/2009 Terminated)

Wisconsin

Registered Investment Advisory firm - (8/12/2009 Terminated)

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Contact information

Main Address

N19 W24200 Riverwood Drive Suite 150, Waukesha, WI 53188

Mailing Address

Phone number

(262) 446-8150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	5,857
AUM (Assets Under Management)	$ 1,585,348,067

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jennifer B. Bartz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

IAG WEALTH PARTNERS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

IAG WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2009

SIE

Date: 10/1/2018

Series 7

Date: 9/18/2008

Current Firm

IAG WEALTH PARTNERS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IAG WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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