John Michael Lavery

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

• 08/1995 → Present
  Investment Planners, Inc.
  Decatur, IL
• 09/2000 → Present
  Ipi Wealth Management
  Quincy, IL

Other Businesses

1- MACKENZIE LAVERY INVESTMENTS, INC. 1/2014, 420 MAINE ST. QUINCY, IL. PRESIDENT. DBA FOR BRANCH OFFICE. ALL HOURS ARE DURING MARKET HOURS. 2- Quincy Country Club, 2410 State Street, Quincy, IL 62301. Country Club Board Secretary, 2 hours per week during non-market hours. Not investment related, no compensation. Start date 1/20/2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-01
• S63 Uniform Securities Agent State Law Examination
  1995-10-04