Michael EmersonCRD Number: 5611583
Current Firm: Ipi Wealth Management, Inc.
Michael Emerson (CRD# 5611583) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Peoria, IL and has over 8 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Ipi Wealth Management, Inc.||Decatur, IL||Feb 2015 - Current||2|
|Investment Planners, Inc.||Decatur, IL||Feb 2015 - Current||2|
|Century Securities Associates, Inc.||St. Louis, MO||Aug 2012 - Feb 2015||2|
|Wells Fargo Advisors LLC||Peoria, IL||May 2009 - Aug 2012||3|
|Wachovia Securities, LLC||Peoria, IL||Oct 2008 - May 2009||< 1|
|New Haven Painting||Peoria, IL||Mar 1994 - Oct 2008||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
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