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Current Employers
Ipi Wealth Management, Inc.

226 W. Eldorado, Decatur, IL 62522 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2002-03-26
  • IA RA
    APPROVED
    Since 2002-03-26

Branch Locations

Spirit Lake, IA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/1999 → 05/2024
    Investment Planners, Inc.
    Decatur, IL
  • 02/2002 → 05/2024
    Ipi Wealth Management
    Sibley, IA
  • 05/2024 → Present
    Investment Planners, Inc.
    Spirit Lake, IA
  • 05/2024 → Present
    Ipi Wealth Management
    Spirit Lake, IA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-26
S63 Uniform Securities Agent State Law Examination 1999-09-02
  • S65 Uniform Investment Adviser Law Examination
    2002-02-26
  • S63 Uniform Securities Agent State Law Examination
    1999-09-02
Other Names
  • Tim Nobles
  • Timothy Allen Nobles

View on SEC IAPD

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