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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2006-10-23
  • IA RA
    APPROVED
    Since 2006-10-23

Branch Locations

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

1200 S. Main Street, Burlington, IA 52601 • 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 07/2004 Present
  • 07/2004 → Present
    Investment Planners, Inc.
    Decatur, IL
Other Businesses

NON INVESTMENT RELATED BUSINESS: ENTERTAINMENT-SELF, 9031 KOESTNER DR. BURLINGTON, IA 52601 NO SET EMPLOYMENT DATE, INTERMITTENT: LESS THEN 1 HOUR PER WEEK . DURING NON-MARKET HOURS. (PLAY GUITAR-SING) INDEPENDENT INSURANCE AGENT Fixed annuities and life insurance with various carriers through various FMO's

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-19
S63 Uniform Securities Agent State Law Examination 1984-10-06
  • S65 Uniform Investment Adviser Law Examination
    2006-10-19
  • S63 Uniform Securities Agent State Law Examination
    1984-10-06
Other Names
  • Ed Hart

View on SEC IAPD

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