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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 1998-01-13 |
Branch Locations
952 E. Eldorado Suite #201, Decatur, IL 62521 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Decatur | IL | 10/1995 | Present |
| Ipi Wealth Management | Decatur | IL | 12/1998 | Present |
1) INSURANCE SALES-JANUARY 2014, VARIOUS INSURANCE COMPANIES, 10 HOURS/MONTH 2) WESTBOW PRESS PUBLISHING, FEB 2019, NON-INVESTMENT RELATED, AUTHOR AND PRESENTER, TO RECEIVE ROYALTIES, 10 HOURS/MONTH 3) BUSINESS MEN IN CHRIST, NON-INVESTMENT RELATED, MINISTRY FUNDRAISER AND PRESENTER. 10 HOURS/MONTH 4) WOKR 107.3 FM, Inc., non-investment related, broadcasting boys basketball games, 20 per week not during market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-29 |
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