Eddie HartCRD Number: 1304298
Current Firm: Ipi Wealth Management, Inc.
Eddie Hart (CRD# 1304298) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 32 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Ipi Wealth Management, Inc.
Mml Investors Services, LLC
|Investment Planners, Inc.||Decatur, IL||Jul 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 2006|
Total Assets Under Management995MILLIONS
Total Number of Accounts4,853ACCOUNTS
Average Account Value$204,941
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV