Christopher Mitchell

Christopher W. Mitchell, CFP®, is the Managing Partner at IAG Wealth Partners, LLC in Waukesha, WI, where he specializes in comprehensive, multi-generational wealth management and serves a diverse range of clients, including professionals, retirees, and business owners. His key responsibilities include developing tailored financial strategies focused on retirement planning, tax-efficient income generation, philanthropy, and legacy planning. Mitchell is recognized for his holistic, client-centered approach and was named to Forbes Best-In-State Wealth Advisors in 2025.

With two decades of experience at IAG Wealth Partners and previous roles as a Financial Planner at FSC Securities Corp and Program Coordinator at Chia-Yi International Fellowship, Mitchell brings extensive expertise in evaluating and restructuring complex securities portfolios. He works across traditional asset classes such as stocks and bonds, as well as more specialized holdings like publicly traded master limited partnerships and gold-bullion-backed ETFs, emphasizing risk-managed investment solutions and disciplined portfolio construction.

Mitchell holds CFP® certification from The American College and a BS in Business Systems with an Economics minor from Taylor University, grounding his practice in both technical proficiency and ethical standards. His strong emphasis on integrity and education has made significant contributions to the investment advisory sector in southeastern Wisconsin, positioning him as a leading figure in client-focused wealth management.