Jerald Duaine Peabody

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

Authority	Category	Status	Date
IL	RA	APPROVED	2002-01-02

IL RA
APPROVED

Since 2002-01-02

Branch Locations

121 N. Mcarthur Rd., Macomb, IL 61455 • 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

Organization	City	State	From	To
Ipi Wealth Management	Macomb	IL	03/1998	Present
Investment Planners, Inc.	Decatur	IL	01/1998	Present

03/1998 → Present

Ipi Wealth Management

Macomb, IL
01/1998 → Present

Investment Planners, Inc.

Decatur, IL

Other Businesses

DALY/PEABODY INC. - OWNER NOT INVESTMENT-RELATED MACOMB, IL 1 HR/MONTH FINANCIAL PLANNING SERVICES INC.-PRESIDENT/OWNER-FEB 2010-121 N. MCARTHUR ST., MACOMB, IL-MANAGES BRANCH STAFF/OPERATIONS FOR EXPENSES OF OFFICE. 150 HRS. PER MONTH / 6.5 HOURS DURING MARKET HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-03-26

S66 Uniform Combined State Law Examination

1998-03-26

View on SEC IAPD