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Mpi Wealth Management LLC CRD 301011
$234M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
15 Salt Creek Lane Suite 404, Hinsdale, IL 60521-2965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-08-22 |
Branch Locations
15 Salt Creek Lane Suite 404, Hinsdale, IL 60521-2965 • 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 |
|---|---|---|---|---|
| Mpi Investment Management | Hinsdale | IL | 02/1990 | 12/2022 |
| Mpi Wealth Management Llc | Hindsdale | IL | 07/2019 | Present |
Roger B. Chaffee Scholarship Fund Director & Treasurer Since 10/2021 Not Investment Related Duck Lake Inn LLC Cottage Rental Since 10/2021 Officer 20hrs per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-30 |
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