Founder, president and CEO; CERTIFIED FINANCIAL PLANNER® · IAG Wealth Partners · Waukesha, Wisconsin
Lori A. Watt
Lori A. Watt, CFP®, founder (1985) and president/CEO of Waukesha-based IAG Wealth Partners (formerly Investors Advisory Group). Not related to the Pewaukee Watt NFL family (J.J./T.J./Derek).
Net worth
$25 million+
September 17, 2026
About
Lori Watt founded what is now IAG Wealth Partners in Waukesha in 1985 and still leads the firm as president and CEO.
BizTimes Notable Leaders in Wealth Management coverage emphasizes her role mentoring the next generation of advisors while keeping the firm's client-first culture intact more than four decades into the practice.
Firm materials and Milwaukee Magazine legacy features describe co-owner Susan Kuhlenbeck joining the year after founding, growth to roughly 30 employees, and a Waukesha office serving professionals, families, and business owners. Watt is a CFP® and has been named to Forbes Top Women Wealth Advisors and Best-in-State lists (firm bio cites 2021–2026 windows) plus multi-year Five Star Wealth Manager recognition.
She co-authored The Black Book on Personal Finance (2005) and serves on the National Christian Foundation board. Her business principal remains the Waukesha RIA she built, anchoring this city page even as firm materials note Hartland community ties outside the office.
Companies and affiliations
- IAG Wealth Partners
Notable facts
BizTimes Notable Leaders in Wealth Management (Class of 2026): Lori Watt founded Waukesha-based IAG Wealth Partners in 1985 and remains president and CEO.
IAG bio page: CFP®, Founder, President, and CEO; publishes a person-tied contact email; notes Hartland residence alongside the Waukesha office.
Milwaukee Magazine sponsored legacy feature (2023): founded 1985; Susan Kuhlenbeck joined as co-owner within a year; firm grown to about 30 employees.
What questions can this profile answer
- What makes Lori A. Watt notable?
- Lori Watt founded what is now IAG Wealth Partners in Waukesha in 1985 and still leads the firm as president and CEO. BizTimes Notable Leaders in Wealth Management coverage emphasizes her role mentoring the next generation of advisors while keeping the firm's client-first culture intact more than four decades into the…
- What is Lori A. Watt's estimated net worth?
- Lori A. Watt's estimated net worth is $25 million+ as of 2026-09-17.