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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

LORI LEA FUERSTENBERG

Advisor at IPI WEALTH MANAGEMENT, INC.

DECATUR, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IPI WEALTH MANAGEMENT, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 15, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 15, 1999
First registration: Mar 22, 2005
Dual registered: yes, broker-dealer
Other names: LORI LEA HOSKINS|LORI LEA GARZA|LORI LEA FUERSTENBERG|LORI LEA RASTALL
IAPD individual key: 4023335

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IPI WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Nov 13, 2018	n/a	yes	DECATUR, IL	Current employment
FREEDOM INVESTORS CORP.	Former SEC adviser	Feb 19, 2013	Nov 5, 2018	no	BROOKFIELD, WI\|Kaukauna, WI\|BROOKFIELD, WI\|BROOKFIELD, WI	Previous registration
KCD FINANCIAL, INC.	Independent wealth	Mar 29, 2011	Nov 6, 2018	no	TEQUESTA, FL\|Green Bay, WI	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 6, 2009	Jun 25, 2010	no	GREEN BAY, WI	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Mar 22, 2005	Mar 20, 2008	no	EDINA, MN\|EDINA, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KCD FINANCIAL, INC.	FREEDOM INVESTORS CORP.	Nov 6, 2018	Feb 19, 2013	-2,086	Firm change after gap	Other
FREEDOM INVESTORS CORP.	IPI WEALTH MANAGEMENT, INC.	Nov 5, 2018	Nov 13, 2018	8	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	KCD FINANCIAL, INC.	Jun 25, 2010	Mar 29, 2011	277	Firm change	Other
RBC CAPITAL MARKETS, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 20, 2008	Mar 6, 2009	351	Firm change	Other

Relationships

Registered with (5)

→ IPI WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Nov 13, 2018 to presentfactForm ADV
→ KCD FINANCIAL, INC.Registered adviserregistration: previous registration
Mar 29, 2011 to Nov 6, 2018factForm ADV
→ FREEDOM INVESTORS CORP.Registered adviserregistration: previous registration
Feb 19, 2013 to Nov 5, 2018factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Mar 6, 2009 to Jun 25, 2010factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Mar 22, 2005 to Mar 20, 2008factForm ADV

Dated events

No dated event names this entity yet.