Lori Fuerstenberg, financial advisor Decatur IL

Lori Fuerstenberg

CRD Number: 4023335
Current Firm: Ipi Wealth Management, Inc.

Lori Fuerstenberg (CRD# 4023335) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Planners, Inc. Decatur, IL Nov 2018 - Current 5
Freedom Investors Corp Brookfield, WI Dec 2012 - Nov 2018 5
Kcd Financial, Inc. Green Bay, WI Mar 2011 - Nov 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Lori L. Fuerstenberg
Phone Number: 217-425-6340
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,147
    MILLIONS
  • Total Number of Accounts
    10,573
    ACCOUNTS
  • Average Account Value
    $203,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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