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Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-09
  • IL RA
    APPROVED
    Since 2026-01-09

Branch Locations

304 E Main St, Shelbyville, IL 62565 • 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 08/2023 01/2026
Illinois State University Normal IL 08/2021 05/2023
Dominoes Camp Lejeune NC 08/2020 07/2021
United States Marine Corp Camp Lejeune NC 11/2015 11/2020
Unemployed Decatur IL 06/2023 07/2023
Investment-Planners Inc Shelbyville IL 01/2026 Present
  • 08/2023 → 01/2026
    Investment-Planners Inc
    Decatur, IL
  • 08/2021 → 05/2023
    Illinois State University
    Normal, IL
  • 08/2020 → 07/2021
    Dominoes
    Camp Lejeune, NC
  • 11/2015 → 11/2020
    United States Marine Corp
    Camp Lejeune, NC
  • 06/2023 → 07/2023
    Unemployed
    Decatur, IL
  • 01/2026 → Present
    Investment-Planners Inc
    Shelbyville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-17
  • S66 Uniform Combined State Law Examination
    2025-05-17

View on SEC IAPD

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