Charles Skemp, financial advisor Dubuque IA
83 score

Charles Skemp

CRD Number: 1302321
Current Firm: Ipi Wealth Management, Inc.

Charles Skemp (CRD# 1302321) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Dubuque, IA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Ipi Wealth Management Dubuque, IA Jan 2002 - Current 14
Investment Planners, Inc. Decatur, IL Jul 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S66 NASAA Uniform Combined State Law Examination Jan 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Charles R. Skemp
Phone Number: 217-425-6340
Registered State(s):
  • AZ
  • IA
By the Numbers
  • Total Assets Under Management
    995
    MILLIONS
  • Total Number of Accounts
    4,853
    ACCOUNTS
  • Average Account Value
    $204,941
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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