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

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-04-21
  • IL RA
    APPROVED
    Since 2017-04-21

Branch Locations

304 E Main Street, Shelbyville, IL 62565 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Shelby County State Bank Shelbyville IL 08/1995 Present
Focused Investments L.L.C. Shelbyville IL 09/1995 05/2017
Wayne Hummer Investments L.L.C. Shelbyville IL 12/2006 05/2017
Ipi Wealth Management, Inc. Shelbyville IL 04/2017 Present
Investment Planners, Inc. Shelbyville IL 04/2017 Present
  • 08/1995 → Present
    Shelby County State Bank
    Shelbyville, IL
  • 09/1995 → 05/2017
    Focused Investments L.L.C.
    Shelbyville, IL
  • 12/2006 → 05/2017
    Wayne Hummer Investments L.L.C.
    Shelbyville, IL
  • 04/2017 → Present
    Shelbyville, IL
  • 04/2017 → Present
    Investment Planners, Inc.
    Shelbyville, IL
Previous Registrations
  • 2006-07-10 → 2017-06-19
    Black Watch Investment Managers, L.L.P.
    Shelbyville, IL
  • 2006-04-11 → 2017-05-01
    Wintrust Investments Llc
    Shelbyville, IL
    Chicago, IL
  • 2002-01-02 → 2009-12-31
    Shelbyville, IL
Other Businesses

1-TRUSTEE ACCOUNTS SERVICED AT 304 E MAIN STREET SHELBYVILLE, IL. INVESTMENT RELATED BUSINESS. POSITION IS A TRUSTEE ROLE WITH 2 HOURS PER MONTH, OF WHICH 1 HOUR IS DURING TRADING HOURS.  START DATE OF ROLE IS 03/01/2010. 2- First Federal Saving & Loan Association of Central Illinois at200 West Main Street, Shelbyville, IL 62565. Advisory Board Member, non-voting paid position with a one year term. Start date 3/19/2025. Approximately 2-3 hours per month during market hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-05
S63 Uniform Securities Agent State Law Examination 1992-11-02
  • S66 Uniform Combined State Law Examination
    2001-12-05
  • S63 Uniform Securities Agent State Law Examination
    1992-11-02
Other Names
  • Jerry Yockey

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Shelbyville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor