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FORM ADV PART 2A March 27, 2024, IAG Wealth Partners, LLC N19 W24200 River wood Drive, Suite 150 Waukesha, WI 53188 Phone (262) 4468150 Fax (262) 4468135 www.IAGWealthPartners.comThis Brochure provides

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How to fill out form adv part 2a

01

Gather all necessary information such as firm's management structure, disciplinary history, conflicts of interest, and services provided.

02

Complete all relevant sections of the form including items such as investment strategies, fees and compensation, and custody of client funds.

03

Review the completed form for accuracy and compliance with SEC regulations.

04

Submit the form electronically through the Investment Adviser Registration Depository (IARD) system.

Who needs form adv part 2a?

01

Investment advisers who are registered with the Securities and Exchange Commission (SEC) need to fill out Form ADV Part 2A.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that investment advisors are required to provide to clients.

Who is required to file form adv part 2a?

Investment advisors who are registered with the Securities and Exchange Commission (SEC) or state securities authorities are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about the investment advisor, including services offered, fees charged, and conflicts of interest.

What information must be reported on form adv part 2a?

Form ADV Part 2A requires investment advisors to report information about their business practices, disciplinary history, and conflicts of interest.

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