Chad Altadonna (CRD# 6241596) 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.
CRD# 6628382
Ipi Wealth Management, Inc.
CRD# 6197645
Edward Jones
CRD# 5579912
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ipiw | Decatur, IL | Jan 2022 - Current | 2 |
| Ipi Inc. | Decatur, IL | Jan 2022 - Current | 2 |
| Justin Kirby | Champaign, IL | Nov 2020 - Jan 2022 | 1 |
| Northwestern Mutual Investment Services LLC | Champaign, IL | Nov 2020 - Jan 2022 | 1 |
| Tiaa | Champaign, IL | Nov 2018 - Nov 2020 | 2 |
| Raymond James Financial Services, Inc. | Mattoon, IL | Jan 2017 - Nov 2018 | 1 |
| First Mid Wealth Management Co | Mattoon, IL | Jan 2017 - Oct 2018 | 1 |
| Altadonna Wealth Management | Charleston, IL | Mar 2016 - Dec 2016 | < 1 |
| Country Financial | Charleston, IL | Nov 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- IL
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Total Assets Under Management2,147MILLIONS
-
Total Number of Accounts10,573ACCOUNTS
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Average Account Value$203,109
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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