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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-01-10
  • IL RA
    APPROVED
    Since 2014-01-10

Branch Locations

420 Maine St., Quincy, IL 62301 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • 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 01/2012 Present
  • 01/2012 → Present
    Investment Planners Inc
    Decatur, IL
Other Businesses

PORTFOLIO ADVISOR-MACKENZIE/LAVERY INVESTMENTS.SALARIED EMPLOYEE.420 MAINE ST. QUINCY, IL. APRIL 2012.175 HRS MONTH/6.5 DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-25
  • S66 Uniform Combined State Law Examination
    2012-04-25

View on SEC IAPD

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