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Monte Rhae Hazelbaker

Ipi Wealth Management, Inc.

Cincinnati, OH

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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-01-04
  • OH RA
    APPROVED
    Since 2016-01-04

Branch Locations

Cincinnati, OH • 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 12/1999 Present
  • 12/1999 → Present
    Investment Planners, Inc.
    Decatur, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-26
S63 Uniform Securities Agent State Law Examination 1999-02-18
  • S65 Uniform Investment Adviser Law Examination
    2001-01-26
  • S63 Uniform Securities Agent State Law Examination
    1999-02-18

View on SEC IAPD

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