Best Investors Account Sign in
Inactive

Egan Franzen

Ipi Wealth Management, Inc.

Decatur, IL

Quincy, IL

Claim This Profile
Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-10
  • IL RA
    APPROVED
    Since 2026-06-10

Branch Locations

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

420 Maine Street , Quincy, IL 62301 • 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
Student Maroa IL 05/2016 04/2021
Mc Donalds Forsyth IL 05/2021 08/2021
School Forsyth IL 09/2021 02/2022
Crawford’s Pizza & Pub Maroa IL 03/2022 04/2023
Prairie Winds Urbana IL 05/2024 05/2026
Cypress Tax & Consulting Champaign IL 01/2025 04/2025
University Of Illinois Urbana IL 08/2025 12/2025
University Of Illinois Urbana IL 08/2025 05/2026
Emberwood Capital Quincy IL 06/2026 Present
Walmart Savoy IL 05/2023 05/2024
  • 05/2016 → 04/2021
    Student
    Maroa, IL
  • 05/2021 → 08/2021
    Mc Donalds
    Forsyth, IL
  • 09/2021 → 02/2022
    School
    Forsyth, IL
  • 03/2022 → 04/2023
    Crawford’s Pizza & Pub
    Maroa, IL
  • 05/2024 → 05/2026
    Prairie Winds
    Urbana, IL
  • 01/2025 → 04/2025
    Cypress Tax & Consulting
    Champaign, IL
  • 08/2025 → 12/2025
    University Of Illinois
    Urbana, IL
  • 08/2025 → 05/2026
    University Of Illinois
    Urbana, IL
  • 06/2026 → Present
    Emberwood Capital
    Quincy, IL
  • 05/2023 → 05/2024
    Walmart
    Savoy, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-01
  • S65 Uniform Investment Adviser Law Examination
    2026-05-01

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Other Investors

CRAIG WAYNE MONCEY
LORI LEA FUERSTENBERG
MICHELLE SUZANNE HANCOCK
Eric M Lewis
Tyson Lanter
GREGORY JAMES MCGINN
DAVID PAUL KOSHINSKI
ALAN FULK

Other Offices

IPI WEALTH MANAGEMENT, INC. · Decatur, IL
CETERA INVESTMENT ADVISERS LLC · DECATUR, IL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · DECATUR, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Decatur, IL
LPL FINANCIAL LLC · DECATUR, IL
WELLS FARGO CLEARING SERVICES, LLC · DECATUR, IL
EQUITABLE ADVISORS, LLC · DECATUR, IL
EQUITABLE ADVISORS, LLC · DECATUR, IL

More in Decatur, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor