DFX Intelligence
Advisors
Advisors registered through Ipi Wealth Management, Inc.
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Julie-Anne Pickett dual registrant | Ipi Wealth Management, Inc. BD affiliated | Macomb, Il | Nov 13, 2007 | 28 y | 0 | 1 |
| Matthew Thomas Pladers dual registrant | Ipi Wealth Management, Inc. BD affiliated | Decatur, Il | Sep 22, 2023 | 12 y | 0 | 1 |
| Nathan Lee Rewerts dual registrant | Ipi Wealth Management, Inc. BD affiliated | Decatur, Il | May 5, 2006 | 29 y | 2 | 1 |
| K•••• R• R••••••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Decatur, Il | Oct 16, 2024 | 24 y | 2 | 1 |
| J•••• M• R••••••••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | San Juan, Pr | Nov 19, 2021 | 20 y | 0 | 1 |
| C•••••••• A••• R•••••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Neenah, Wi | Sep 10, 2026 | 20 y | 0 | 1 |
| J•••• D••• R••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Decatur, Il | Jan 28, 2021 | 10 y | 2 | 1 |
| D•••• W•••• R•••• Certified Financial Planner · dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Chicago, Il | Sep 8, 2008 | 26 y | 0 | 1 |
| J•••• B•••••• S•••••••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Decatur, Il | Apr 4, 2019 | 28 y | 1 | 1 |
| C•••••• J••••• S•••• | I•• W••••• M••••••••• I••• BD affiliated | Naples, Fl | May 4, 2024 | 14 y | 0 | 1 |
| C•••••• R•••• S•••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Dubuque, Ia | Mar 11, 2002 | 41 y | 0 | 1 |
| G•••••• J•••• S•••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Decatur, Il | Mar 26, 2019 | 38 y | 2 | 1 |
| K••• D•••• S••••••• | I•• W••••• M••••••••• I••• BD affiliated | Quincy, Il | May 26, 2021 | 34 y | 0 | 1 |
| K•••• D•••••• T••••• Certified Financial Planner · dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Decatur, Il | Nov 12, 2024 | 16 y | 2 | 1 |
| G•••• K•••• U•••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Topeka, Ks | Jun 25, 2025 | 22 y | 1 | 1 |
| D•••• J•••• V•••••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | South Lyon, Mi | Mar 13, 2015 | 39 y | 1 | 1 |
| S•••• D•••••• W•••••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Brentwood, Tn | Jan 23, 2004 | 29 y | 0 | 1 |
| J•••• R•• Y••••• dual registrant | I•• W••••• M••••••••• I••• BD affiliated | Decatur, Il | Apr 21, 2017 | 33 y | 3 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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68 advisors match.