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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-16
  • IL RA
    APPROVED
    Since 2024-10-16

Branch Locations

Bowling Green, KY • United States

226 W. Eldorado, Decatur, IL 62522 • 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. Bowling Green KY 06/2016 06/2024
Ipi Wealth Management, Inc. Bowling Green KY 06/2016 06/2024
Cambridge Investment Research, Inc. Fairfield IA 06/2024 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2024 09/2024
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-11
  • S66 Uniform Combined State Law Examination
    2002-01-11
Other Names
  • Karen Rae Taylor
  • Karen Rae Reynolds

View on SEC IAPD

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