Thomas James Ealy

Current Employers

Employment History

• 09/1995 → 01/2019
  Investment Planners, Inc.
  Decatur, IL
• 01/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2009 → Present
  Carleton Financial Inc.
  Champaign, IL
• 01/2014 → 09/2024
  Investment Planners, Inc.
  Decatur, IL
• 01/2014 → 09/2024
  Ipi Asset Management / Ipi Wealth Management
  Champaign, IL
• 01/2014 → 09/2024
  Ipi Holdings Llp
  Champaign, IL
• 03/2023 → Present
  Cetera Invesment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  True North Wealth Solutions
  Mahomet, IL

Previous Registrations

• 1998-01-13 → 2019-02-20
  Ipi Wealth Management, Inc.
  Champaign, IL
  Decatur, IL
  Champaign, IL
• 2019-01-31 → 2019-02-12
  Cetera Wealth Services, Llc
  Champaign, IL

Other Businesses

1. Name of other business: Fixed insurance with various companies Investment related: Yes Address: Same as Registered Location Nature of business: Fixed Insurance Start Date: 01/2019 Apx number of hours per week: varies Apx number of hours during trading hours: varies Position/title/relationship: Insurance Agent Brief description of duties: Sells Life, Health, Annuities and Long Term Care 2. Name of other business: Carleton Financial Inc. Investment related: Yes Address: Same as Registered Location Nature of business: financial services Start date: 06/2009 Position/title/relationship: owner Apx number of hours per week: 20 Apx number of hours during trading hours: 20 Brief description of duties: owner and registered representative 3. Name of other business: Central Illinois Group DBA Lifewise Wealth Advisors, Investment related: Yes Address: Same as Registered Location Nature of business: financial services Start date: 01/2019 Position/title/relationship: registered representative Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: registered representative 4. NAME OF OTHER BUSINESS: TRUE NORTH WEALTH SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-31
• S63 Uniform Securities Agent State Law Examination
  1981-10-28