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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2000-11-30
  • IL RA
    APPROVED
    Since 2000-11-30

Branch Locations

101 N. Central Street, Casey, IL 62420 • 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 11/1999 Present
Ipi Wealth Management Casey IL 11/2000 Present
  • 11/1999 → Present
    Investment Planners, Inc.
    Decatur, IL
  • 11/2000 → Present
    Ipi Wealth Management
    Casey, IL
Other Businesses

SNEDEKER & MURPHY, INC., INSURANCE SALES - LIFE, HEALTH & FIXED ANNUITY SALES. SINCE 11/1999. PART OWNER AND AGENT. 15 HOURS PER WEEK DURING BUSINESS HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-06
S63 Uniform Securities Agent State Law Examination 1997-01-08
  • S65 Uniform Investment Adviser Law Examination
    2000-11-06
  • S63 Uniform Securities Agent State Law Examination
    1997-01-08

View on SEC IAPD

Other Firms

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