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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2004-01-23 |
Branch Locations
2 Maryland Farms Suite 129, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Brentwood | TN | 11/1996 | Present |
| Ipi Wealth Management, Inc. | Brentwood | TN | 06/2000 | Present |
INVESTMENT PLANNERS, PLLC - TAX PREPARER NOT INVSTMENT RELATED, SPENDING LESS THAN 8 HOURS PER MONTH ON DUTIES. FIXED INSURANCE SALE RENEWALS - LESS THAN 1 HOUR PER MONTH ON DUTIES. CONDUCTED OUT OF OFFICE IN BRENTWOOD, TN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-25 |
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