Best Investors Account Sign in
Inactive

Staci L Leitzinger

Ipi Wealth Management, Inc.

Dubuque,, IA

Decatur, IL

Claim This Profile
Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-01-27
  • IA RA
    APPROVED
    Since 2023-01-27

Branch Locations

3388 Kennedy Circle, Suite F, Dubuque,, IA 52001 • United States

226 W. Eldorado, Decatur, IL 62522 • 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
Ipi Wealth Management, Inc Dubuque IA 06/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-27
  • S65 Uniform Investment Adviser Law Examination
    2023-01-27

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEITZEL FINANCIAL SERVICES, INC.
EDWARD JONES
THE LIFE GROUP FINANCIAL SERVICES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTHCARE ADVISORY PARTNERS LLC

Other Investors

CHARLES ROGER SKEMP
MELISSA MARIE SCHMITT
BRIAN RAY ORMORD
Kyle Lippold
STEVEN JOSEPH BUCHHEIT
CHARLES PETER GEERS
MICHAEL ROBERT OSGOOD
RAYMOND ALLEN QUINT

Other Offices

IPI WEALTH MANAGEMENT, INC. · Dubuque, IA
CETERA INVESTMENT ADVISERS LLC · DUBUQUE, IA
LPL FINANCIAL LLC · DUBUQUE, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Dubuque, IA
LPL FINANCIAL LLC · DUBUQUE, IA
WEITZEL FINANCIAL SERVICES, INC. · DUBUQUE, IA
EDWARD JONES · DUBUQUE, IA
LPL FINANCIAL LLC · DUBUQUE, IA

More in Dubuque,, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor