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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2008-04-21
  • SD RA
    APPROVED
    Since 2008-04-21

Branch Locations

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

321 Broadway, Yankton, SD 57078 • 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 03/2008 Present
Ipi Wealth Management Yankton SD 04/2008 Present
  • 03/2008 → Present
    Investment Planners, Inc.
    Decatur, IL
  • 04/2008 → Present
    Ipi Wealth Management
    Yankton, SD
Other Businesses

INVESTMENT PLANNERS OF SD, INC.-OWNER/PRESIDENT. 321 BROADWAY AVE, YANKTON SD 57078. 200 HOURS/MONTH ALL DURING TRADING HOURS. COMPENSATIONS IS BASED ON COMMISSIONS AND FEES. ENTITY IS FOR TAX PURPOSES/BILL PAYING. FIXED INSURANCE SALES/BUI - 321 BROADWAY AVE., YANKTON, SD 57078 - JAN 2017 - LESS THAN 5 HRS MONTH / LESS THAN 1 HR DURING TRADING HRS. FIXED INSURANCE SALES /KRAUSE (ELCO MUTUAL) - DE PERE, WI 54115. - JAN 2018 - 1 HR MONTH / LESS THAN 1 HR DURING TRADING HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-19
  • S66 Uniform Combined State Law Examination
    2008-04-19
Designations
Other Names
  • Jennifer Kay Dietrich

View on SEC IAPD

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