Julie-anne Pickett

Current Employers

Ipi Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2007-11-13

IL RA
APPROVED

Since 2007-11-13

Branch Locations

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

121 N Mcarthur St., Macomb, IL 61455 • 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

Organization	City	State	From	To
Financial Planning System	Macomb	IL	11/1997	Present
Investment Planners, Inc.	Decatur	IL	07/2007	Present

11/1997 → Present

Financial Planning System

Macomb, IL
07/2007 → Present

Investment Planners, Inc.

Decatur, IL

Other Businesses

1 - FINANCIAL PLANNING SERVICES, OFFICE MANAGER SINCE NOV. 1997. 121 N. MCARTHUR ST., MACOMB, IL. SALARIED EMPLOYEE. 80 HRS PER MONTH DURING TRADING HOURS. 2 - MACOMB FOOD COOP, 211 S MC ARTHUR STREET, MACOMB, IL. BOARD MEMBER FOR 2 YEAR TERM, 11/1/25-11/1/27. NON-INVESTMENT RELATED, 2 HOURS PER MONTH DURING NON-MARKET HOURS. VOLUTEER POSITION.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-09

S66 Uniform Combined State Law Examination

2007-11-09

View on SEC IAPD

Current Employers

Ipi Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews