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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-11-12
  • KY RA
    APPROVED
    Since 2024-11-12

Branch Locations

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

3090 N Main Street Suite C, Decatur, IL 62526 • 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
Investment Planners Inc. Decatur IL 10/2009 06/2024
Cambridge Investment Research, Inc. Fairfield IA 06/2024 09/2024
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2024 09/2024
Investment Planners Inc Decatur IL 09/2024 Present
Investment Planners Wealth Management, Inc. Decarur IL 11/2024 Present
  • 10/2009 → 06/2024
    Investment Planners Inc.
    Decatur, IL
  • 06/2024 → 09/2024
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2024 → 09/2024
    Fairfield, IA
  • 09/2024 → Present
    Investment Planners Inc
    Decatur, IL
  • 11/2024 → Present
    Investment Planners Wealth Management, Inc.
    Decarur, IL
Previous Registrations
Other Businesses

1. NEWTON FINANCIAL GROUP, LLC, 191 W. Professional Park Court, Suite 2B, Bowling Green KY 42104, United States, 06/18/2024, W2 Employee, Owner/Partner of a Business Entity, NIR, 150 HR/MO - 8 HR/MO TRADING 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/18/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-24
  • S66 Uniform Combined State Law Examination
    2010-04-24
Designations

View on SEC IAPD

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