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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2002-03-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Decatur | IL | 06/1999 | 05/2024 |
| Ipi Wealth Management | Sibley | IA | 02/2002 | 05/2024 |
| Investment Planners, Inc. | Spirit Lake | IA | 05/2024 | Present |
| Ipi Wealth Management | Spirit Lake | IA | 05/2024 | Present |
1-BROKERAGE UNLIMITED-PO BOX 419006 ST. LOUIS, MO. SALE OF FIXED INSURANCE PRODUCTS. STARTED 1/2014. LESS THAN 2 HOURS PER MONTH/30 MINUTES DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-02 |
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