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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bodart Electric | Green Bay | WI | 09/2016 | 12/2016 |
| Kcd Financial, Inc. | Green Bay | WI | 01/2017 | 01/2024 |
| Investment Planners, Inc. | Decatur | IL | 01/2024 | Present |
| Ipi Wealth Management, Inc. | Decatur | IL | 01/2024 | Present |
Trustee for St Paul's UMC, Non-securities, trustee for property maintenance at the church, located at 341 Wilson St, Green Bay WI 54303. Start 1/1/2023 with a three (3) term. Not during market hours, 1-2 hours per month, non-market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-03 |
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