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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-01-09
  • IL RA
    APPROVED
    Since 2014-01-09

Branch Locations

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

3701 East Lake Center Dr. Suite #1, Quincy, IL 62305 • 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 01/2014 Present
Ipi Wealth Management Decatur IL 01/2014 Present
  • 01/2014 → Present
    Investment Planners, Inc
    Decatur, IL
  • 01/2014 → Present
    Ipi Wealth Management
    Decatur, IL
Previous Registrations
  • 2005-06-13 → 2014-01-14
    St Louis, MO
    St Louis, MO
    St Louis, MO
  • 2002-08-29 → 2003-08-12
    Msi Financial Services, Inc.
    Chesterfield, MO
Other Businesses

1-MONCEY PROPERTIES-P. O. BOX 402, QUINCY, IL 62306-0402 -50% OWNER-RENTAL PROPERTIES-INVESTMENT RELATED-15-30 MIN DURING TRADING HRS.-MANAGE PROPERTIES/COMPANY OWNS REAL ESTATE 2-MAINE STREET WEALTH MANAGEMENT, LLC (JAN 2014) PO BOX 402 QUINCY, IL 62306. OWNER. LLC FOR BUSINESS EXPENSES/TAX PURPOSES. 40 HRS/MONTH/6.5 DURING TRADING HRS. 3-BROKERAGE UNLIMITED, P. O. BOX 419006 ST. LOUIS, MO.- JAN 2014- SALE OF FIXED INSURANCE PRODUCTS. 10 HRS PER MONTH / LESS THAN 1 HOUR DURING TRADING HOURS. 4. Quincy Office Worx, LLC 3701 E Lake Center, STE 1, Owner of organization, No Salary or hourly pay. Will devote 1 to 2 hours a day. 5. SMJ, LLC. Located at PO Box 3215 Quincy, IL 62306. Business conducted from 3701 E Lake Center, STE 1 Quincy, Il 62305. Craig has 16.67% ownership. Profit sharing compensation. Dedicates 1-5 hours a month and less than 1 hour during trading hours. 6. Financial Planning Services, 121 N McArthur St. Macomb, IL. 50% OWNER. S-Corp FOR BUSINESS EXPENSES/TAX PURPOSES. 40 HRS/MONTH/6.5 DURING TRADING HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-12
S63 Uniform Securities Agent State Law Examination 1999-02-23
  • S65 Uniform Investment Adviser Law Examination
    2002-08-12
  • S63 Uniform Securities Agent State Law Examination
    1999-02-23
Designations
Other Names
  • Craig W Moncey
  • Craig W Moncey

View on SEC IAPD

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