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Joseph Lawrence Hutmacher

Ipi Wealth Management, Inc.

Springfield, IL

Decatur, IL

CRD 1071225

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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:

Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 1999-01-13
  • IL RA
    APPROVED
    Since 1999-01-13

Branch Locations

117 Glasgow Dr., Springfield, IL 62702 • United States

226 W. Eldorado, Decatur, IL 62522 • 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 05/1996 Present
  • 05/1996 → Present
    Investment Planners, Inc.
    Decatur, IL
Other Businesses

1- Insurance Broker Selling fixed Insurance Products. Not investment related. Advisor spends no more than 10% of Monthly business activity during Market Hours (1 hour/market hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-20
S63 Uniform Securities Agent State Law Examination 1991-08-09
  • S65 Uniform Investment Adviser Law Examination
    1998-11-20
  • S63 Uniform Securities Agent State Law Examination
    1991-08-09
Other Names
  • Hoot Or Hooter Hutmacher
  • Hoot Or Joe Hutmacher

View on SEC IAPD

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