Kent David Stegeman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1992 → 05/2021
  Western Catholic Union
  Quincy, IL

Other Businesses

City of Quincy- Revolving Loan Fund. 730 Maine St. Quincy, IL 62301. Chairman of Committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-26