Best Investors Account Sign in
Current Employers
Ipi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2020-01-29
  • MO RA
    APPROVED
    Since 2020-01-29

Branch Locations

204 St. Francis St., Kennett, MO 63857 • United States

226 W. Eldorado, Decatur, IL 62522 • 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
Baker Welman Brown Financial Services Kennett MO 08/1986 Present
Baker Welman Brown Insurance Kennett MO 08/1986 Present
Wilbanks Securities Oklahoma City OK 08/2003 06/2017
Cabot Lodge Securities Llc Kennett MO 05/2017 06/2017
Investment Planners, Inc. Kennett MO 06/2017 Present
  • 08/1986 → Present
    Baker Welman Brown Financial Services
    Kennett, MO
  • 08/1986 → Present
    Baker Welman Brown Insurance
    Kennett, MO
  • 08/2003 → 06/2017
    Wilbanks Securities
    Oklahoma City, OK
  • 05/2017 → 06/2017
    Cabot Lodge Securities Llc
    Kennett, MO
  • 06/2017 → Present
    Investment Planners, Inc.
    Kennett, MO
Other Businesses

1) BAKER WELMAN AND BROWN INSURANCE- FIXED INSURANCE AGENT AND PRESIDENT- 204 ST. FRANCIS STREET KENNETT, MO 63857. NOT INVESTMENT RELATED. 160 HOURS A MONTH ALL DURING TRADING HOURS. 1982-PRESENT. 2)BAKER WELMAN AND BROWN FINANCIAL SERVICES-DBA-PROVIDE FINANCIAL SERVICES AND SALES- 1982- PRESENT. INVESTMENT RELATED. 160 HOURS A MONTH ALL DURING MARKET HOURS. 204 ST. FRANCIS STREET KENNETT, MO 63857. 3) PRECISION INSURANCE & FINANCIAL SERVICES, INC. - 2625 S. BROADWAY SALEM, IL 62881 - OCT 2003 - CONSULTANT/SHAREHOLDER OF P&C INSURANCE AGENCY - 1 HR MONTH / 0 DURING TRADING HOURS. 4) BOY SCOUT TROOP 4272 (AFFILIATED WITH KIWANIS CLUB OF KENNETT, MO) AND CUB SCOUT PACK 4089 (AFFILIATED WITH KIWANIS CLUB OF KENNETT, MO) - UNIT COMMITTEE CHAIRMAN - JAN 2017 - KENNETT, MO - 4 HRS PER MONTH / O DURING TRADING HOURS. 5) AMERICAN AGENCY INSURANCE GRUOP INC., 3494 JEFFCO BLVD., ARNOLD, MO 63101 -PRESIDENT STARTING JANUARY 2025. NOT INVESTMENT RELATED, NO COMPENSTION. 4 HOURS PER MONTH DURING REGULAR MARKET HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-29
S63 Uniform Securities Agent State Law Examination 1987-03-03
  • S65 Uniform Investment Adviser Law Examination
    2020-01-29
  • S63 Uniform Securities Agent State Law Examination
    1987-03-03
Other Names
  • Charlie Brown

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kennett, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor