Garrick George Batley

Employer firm

Ipi Wealth Management, Inc. CRD 111872

$2.66B regulatory AUM 26 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Ipi Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-04-25

S66 Uniform Combined State Law Examination

2012-04-25

View on SEC IAPD

Employer firm

Current Employers

Ipi Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

Nearby Firms

Nearby Investors

Nearby Offices

Reviews