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Allen Bayard Closser

Ipi Wealth Management, Inc.

Decatur, IL

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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-02-23
  • IL RA
    APPROVED
    Since 2018-02-23

Branch Locations

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
Provasi Capital Partners Lp Addison TX 12/2015 06/2017
Investment Planners, Inc. Decatur IL 06/2017 Present
Ipi Wealth Management, Inc. Decatur IL 06/2017 Present
  • 12/2015 → 06/2017
    Provasi Capital Partners Lp
    Addison, TX
  • 06/2017 → Present
    Investment Planners, Inc.
    Decatur, IL
  • 06/2017 → Present
    Ipi Wealth Management, Inc.
    Decatur, IL
Previous Registrations
  • 2013-04-08 → 2015-12-31
    Vertical Capital Asset Management, Llc
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-21
S63 Uniform Securities Agent State Law Examination 1983-03-23
  • S66 Uniform Combined State Law Examination
    2018-02-21
  • S63 Uniform Securities Agent State Law Examination
    1983-03-23
Designations
Other Names
  • Bayard Closser

View on SEC IAPD

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Other Offices

IPI WEALTH MANAGEMENT, INC. · Decatur, IL
CETERA INVESTMENT ADVISERS LLC · DECATUR, IL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · DECATUR, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Decatur, IL
LPL FINANCIAL LLC · DECATUR, IL
WELLS FARGO CLEARING SERVICES, LLC · DECATUR, IL
EQUITABLE ADVISORS, LLC · DECATUR, IL
EQUITABLE ADVISORS, LLC · DECATUR, IL

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