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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2012-03-27
  • IL RA
    APPROVED
    Since 2012-03-27

Branch Locations

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

Springfield, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Planners, Inc. Decatur IL 01/2003 Present
Ipi Asset Management, Inc. Decatur IL 03/2004 Present
  • 01/2003 → Present
    Investment Planners, Inc.
    Decatur, IL
  • 03/2004 → Present
    Ipi Asset Management, Inc.
    Decatur, IL
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE BROKER FIXED, HEALTH, P&C INSURANCE 60 HRS/MONTH. FULK FARMS INC, 6/2012, 2276 E. 1600 N. RD, ASSUMPTION, IL, TREASURER/DIRECTOR/OWNER- RECEIVING SALARY AND DIVIDENDS. 30 HOURS PER MONTH /1 HOUR DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-14
S66 Uniform Combined State Law Examination 2000-08-25
  • S65 Uniform Investment Adviser Law Examination
    2012-03-14
  • S66 Uniform Combined State Law Examination
    2000-08-25
Other Names
  • Alan Fulk

View on SEC IAPD

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