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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-04-01
  • IN RA
    APPROVED
    Since 2020-04-01

Branch Locations

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

125 N Broadway St., Greensburg, IN 47240 • 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
Hardwick Capital Management, Llc Shelbyville IN 03/2016 04/2020
Investment Planners Wealth Management Greensburg IN 04/2020 Present
Investment Planners Inc Decatur IL 06/2021 Present
  • 03/2016 → 04/2020
    Shelbyville, IN
  • 04/2020 → Present
    Investment Planners Wealth Management
    Greensburg, IN
  • 06/2021 → Present
    Investment Planners Inc
    Decatur, IL
Previous Registrations
Other Businesses

1-Greensburg Decatur County Chamber of Commerce. Start 01/01/2025. 314 W Washington St., Greensburg, IN 47240. Voting member on Finance Committee and Golf Tournament Committee. 2-3 Hours per month during market hours. Not investment related. Mr. Owen does fixed business, CD's for idol cash, with the chamber with but receives no compensation from this account. 2- Decatur County Community Foundation, Board member, started 1/81/2026. 101E Main Street1, Greensburg, IN 47240. Not investment related. The foundation provides funds and scholarships to the community. 2-3 hours per month during market hours and 1 hours per month during non-market hours. Mr. Owens will not make investment recommendations nor be a signer on any foundation accounts.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-09-03
S65 Uniform Investment Adviser Law Examination 2016-03-05
  • S63 Uniform Securities Agent State Law Examination
    2021-09-03
  • S65 Uniform Investment Adviser Law Examination
    2016-03-05

View on SEC IAPD

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