David Jerry Volante

Current Employers

Ipi Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2015-03-13

MI RA
APPROVED

Since 2015-03-13

Branch Locations

South Lyon, MI • 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
Investment Planners Inc	South Lyon	MI	03/2015	Present
Ipi Wealth Management, Inc.	South Lyon	MI	03/2015	Present

03/2015 → Present

Investment Planners Inc

South Lyon, MI
03/2015 → Present

Ipi Wealth Management, Inc.

South Lyon, MI

Previous Registrations

2011-05-04 → 2015-03-11

Raymond James & Associates, Inc.

Ann Arbor, MI

Ann Arbor, MI

Other Businesses

1) VOLANTE FINANCIAL GROUP, LLC - 4/2015 - SOUTH LYON, MI 48178. PRESIDENT - ENTITY IS FOR TAX PURPOSES/BILL PAYING.10 HRS MONTH/ 1 OR LESS DURING TRADING HRS. 2) FIXED INSURANCE - LESS THAN 1 HOUR MONTH - MAYBE DURING TRADING HOURS 3) GREEN OAK TOWNSHIP BOARD OF REVIEW, 10001 SILVER LAKE ROAD, BRIGHTON, MI 48116. NOT INVESTMENT RELATED. CITIZEM MEMBER TO REVIEW PROPERTY ACCESSMENTS. 8 HOUR QUATERLY DURING MARKET HOURS, 8 HOURS QUARTERLY DURING NON-MARKET HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-04-29
S63	Uniform Securities Agent State Law Examination	1987-04-24

S65 Uniform Investment Adviser Law Examination

2011-04-29
S63 Uniform Securities Agent State Law Examination

1987-04-24

View on SEC IAPD