John Michael Lavery

Current Employers

Ipi Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2000-09-06

IL RA
APPROVED

Since 2000-09-06

Branch Locations

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

Organization	City	State	From	To
Investment Planners, Inc.	Decatur	IL	08/1995	Present
Ipi Wealth Management	Quincy	IL	09/2000	Present

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

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

S65 Uniform Investment Adviser Law Examination

2000-08-01
S63 Uniform Securities Agent State Law Examination

1995-10-04

View on SEC IAPD

Current Employers

Ipi Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews