Best Investors Account Sign in
Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2021-01-28
  • SD RA
    APPROVED
    Since 2021-01-28

Branch Locations

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

321 Broadway, Yankton, SD 57078 • 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
Ipc Usa Yankton SD 04/2019 12/2019
Us Oil Yankton SD 06/2013 02/2019
Investment Planners Inc. Decatur IL 09/2020 Present
Ipiwm Decatur IL 01/2021 Present
Unemployed Yankton SD 12/2019 09/2020
  • 04/2019 → 12/2019
    Ipc Usa
    Yankton, SD
  • 06/2013 → 02/2019
    Us Oil
    Yankton, SD
  • 09/2020 → Present
    Investment Planners Inc.
    Decatur, IL
  • 01/2021 → Present
    Ipiwm
    Decatur, IL
  • 12/2019 → 09/2020
    Unemployed
    Yankton, SD
Other Businesses

1-Rental Property 2- Yankton Youth Soccer Association, President and Director of Coaching. Po Box 1012, Yankton, SD 57078. Start date- 11/6/2023.1 hour per month during trading hours. 4hours per week during non-trading hours. No compensation, voluntary position.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-26
  • S66 Uniform Combined State Law Examination
    2021-01-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Decatur, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor