Michelle Suzanne Hancock

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

• 07/2014 → Present
  Investment Planners Inc
  Decatur, IL
• 07/2014 → Present
  Ipi Wealth Management
  Decatur, IL

Previous Registrations

• 2006-05-12 → 2014-06-25
  Wintrust Investments Llc
  Taylorville, IL
  Pana, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2005-06-01

Other Names

• Michelle Suzanne White