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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-06-20
  • IL RA
    APPROVED
    Since 2023-06-20

Branch Locations

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

233 E Center Drive, Alton, IL 62002 • 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
Spring Lake Country Club Quincy IL 06/2016 08/2018
Hyvee Quincy IL 08/2018 08/2019
Knights Of Columbus Quincy IL 06/2019 06/2021
Investment Planners Wealth Management Quincy IL 06/2021 Present
  • 06/2016 → 08/2018
    Spring Lake Country Club
    Quincy, IL
  • 08/2018 → 08/2019
    Hyvee
    Quincy, IL
  • 06/2019 → 06/2021
    Knights Of Columbus
    Quincy, IL
  • 06/2021 → Present
    Investment Planners Wealth Management
    Quincy, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-12
S65 Uniform Investment Adviser Law Examination 2022-06-25
  • S63 Uniform Securities Agent State Law Examination
    2025-04-12
  • S65 Uniform Investment Adviser Law Examination
    2022-06-25

View on SEC IAPD

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