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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
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.
Alan Fulk (CRD# 4234585) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 23 years of experience in the finance industry.
Roberto Guzman Vidal (CRD# 5660932) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 10 years of experience in the finance industry.
James Hamilton (CRD# 4483149) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has 1 year of experience in the finance industry.
Michelle Hancock (CRD# 4934512) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 18 years of experience in the finance industry.
Eddie Hart (CRD# 1304298) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 39 years of experience in the finance industry.
John Hart (CRD# 5380689) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 16 years of experience in the finance industry.
Charles Henry (CRD# 2457602) is an Investment Advisor Representative working at Csh Investment Management in Taylorville, IL and has over 30 years of experience in the finance industry. Charles Henry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joshua Hoff (CRD# 5338971) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 17 years of experience in the finance industry.
Lora Hoff (CRD# 3175071) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 25 years of experience in the finance industry. Lora Hoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.