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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Decatur | IL | 05/2006 | Present |
| Srs Holdings, Inc. | Neenah | WI | 02/2007 | Present |
| Ipi Wealth Management | Neenah | WI | 06/2006 | Present |
1-President and Treasurer SRS HOLDINGS 100% OWNER INCORPORATED 11/10/06. 124 W. WISCONSIN AVE., NEENAH, WI 54956. 2-SALE OF LIFE INSURANCE AND LONG-TERM CARE PRODUCTS, 1-2 HOURS PER YEAR/ LESS THAN 1 HOUR DURING TRADING HOURS. 3-Phat Pants, LLC non-investment related, 1825 Chapin Ct, Stoughton WI 53589. Creative writing for funding a TV sitcom, 1 hour per week during market hours, 2-3 hours per hours per week non-market hours. Started 11/2023. 4-Elected President of Neenah's Business Improvement District board. Start 1/2025. Non-investment related and no compensation. 2 hours per month during market hours and 1 hour per month non-market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
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