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Lori Lea Fuerstenberg

Ipi Wealth Management, Inc.

Decatur, IL

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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-11-13
  • IL RA
    APPROVED
    Since 2018-11-13

Branch Locations

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
Kcd Financial, Inc. Green Bay WI 03/2011 11/2018
Freedom Investors Corp Brookfield WI 12/2012 11/2018
Investment Planners, Inc. Decatur IL 11/2018 Present
  • 03/2011 → 11/2018
    Kcd Financial, Inc.
    Green Bay, WI
  • 12/2012 → 11/2018
    Freedom Investors Corp
    Brookfield, WI
  • 11/2018 → Present
    Investment Planners, Inc.
    Decatur, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-30
S63 Uniform Securities Agent State Law Examination 1999-11-15
  • S66 Uniform Combined State Law Examination
    2000-10-30
  • S63 Uniform Securities Agent State Law Examination
    1999-11-15
Other Names
  • Lori Lea Hoskins
  • Lori Lea Garza
  • Lori Lea Fuerstenberg
  • Lori Lea Rastall

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Other Investors

CRAIG WAYNE MONCEY
MICHELLE SUZANNE HANCOCK
Eric M Lewis
Tyson Lanter
GREGORY JAMES MCGINN
DAVID PAUL KOSHINSKI
ALAN FULK
JAMES EDWARD HAMILTON

Other Offices

IPI WEALTH MANAGEMENT, INC. · Decatur, IL
CETERA INVESTMENT ADVISERS LLC · DECATUR, IL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · DECATUR, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Decatur, IL
LPL FINANCIAL LLC · DECATUR, IL
WELLS FARGO CLEARING SERVICES, LLC · DECATUR, IL
EQUITABLE ADVISORS, LLC · DECATUR, IL
EQUITABLE ADVISORS, LLC · DECATUR, IL

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