Philip Wegman (CRD# 7258822) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 3 years of experience in the finance industry.
CRD# 6241596
Ipi Wealth Management, Inc.
CRD# 6628382
Ipi Wealth Management, Inc.
CRD# 6197645
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Planners Inc. | Decatur, IL | Oct 2022 - Current | 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2020 - Oct 2022 | 2 |
| Walmart | Quincy, IL | Apr 2020 - May 2020 | < 1 |
| Kansas State University | Manhattan, KS | Apr 2020 - May 2020 | < 1 |
| Powercat Financial | Manhattan, KS | Mar 2020 - May 2020 | < 1 |
| Kansas State University | Manhattan, KS | Aug 2019 - Apr 2020 | < 1 |
| Powercat Financial | Manhattan, KS | Aug 2019 - Mar 2020 | < 1 |
| Mariner Wealth Advisors | St. Louis, MO | May 2019 - Aug 2019 | < 1 |
| Cowboy Chicken | Manhattan, KS | Aug 2018 - May 2019 | < 1 |
| Powercat Financial | Manhattan, KS | Aug 2018 - May 2019 | < 1 |
| Kansas State University | Manhattan, KS | Aug 2018 - May 2019 | < 1 |
| Heimer Construction | Taylor, MO | May 2018 - Aug 2018 | < 1 |
| Cowboy Chicken | Manhattan, KS | Nov 2017 - May 2018 | < 1 |
| Kansas State University | Manhattan, KS | Aug 2017 - May 2018 | < 1 |
| His Ranch | Taylor, MO | May 2017 - Aug 2017 | < 1 |
| Mcdonalds | Quincy, IL | May 2017 - Aug 2017 | < 1 |
| Kansas State University | Manhattan, KS | Aug 2016 - May 2017 | < 1 |
| Mcdonalds | Quincy, IL | Jul 2014 - Aug 2016 | 2 |
| Palmyra High School | Palmyra, MO | Aug 2015 - May 2016 | < 1 |
| His Ranch | Taylor, MO | May 2015 - Aug 2015 | < 1 |
| Unemployed | Taylor, MO | Apr 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- IL
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Total Assets Under Management2,147MILLIONS
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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
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