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Calvin Lavery

Ipi Wealth Management, Inc.

Decatur, IL

Quincy, 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 2026-08-21
  • IL RA
    APPROVED
    Since 2026-08-21

Branch Locations

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

420 Maine Street, Quincy, IL 62301 • 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
Emberwood Capital Partners Quincy IL 06/2026 Present
Quincy Notre Dame High School Quincy IL 05/2016 05/2022
Waterworks Car Detail Shop Quincy IL 05/2019 08/2019
Quincy Medical Group Quincy IL 05/2021 08/2024
North Central College Naperville IL 08/2022 05/2026
North Central College Naperville IL 08/2023 05/2026
Taiber Kosmala And Assocaites (Taiko) Chicago IL 05/2025 07/2025
  • 06/2026 → Present
    Emberwood Capital Partners
    Quincy, IL
  • 05/2016 → 05/2022
    Quincy Notre Dame High School
    Quincy, IL
  • 05/2019 → 08/2019
    Waterworks Car Detail Shop
    Quincy, IL
  • 05/2021 → 08/2024
    Quincy Medical Group
    Quincy, IL
  • 08/2022 → 05/2026
    North Central College
    Naperville, IL
  • 08/2023 → 05/2026
    North Central College
    Naperville, IL
  • 05/2025 → 07/2025
    Taiber Kosmala And Assocaites (Taiko)
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-15
  • S65 Uniform Investment Adviser Law Examination
    2026-08-15

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
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