Craig MonceyCRD Number: 3176383
Current Firm: Ipi Wealth Management, Inc.
Craig Moncey (CRD# 3176383) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Quincy, IL and has over 18 years of experience in the finance industry.
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
Thrivent Investment Management Inc.
|Investment Planners, Inc.||Decatur, IL||Jan 2014 - Current||4|
|Ipi Wealth Management||Decatur, IL||Jan 2014 - Current||4|
|Ing Financial Partners, Inc.||St Louis, MO||Jun 2004 - Jan 2014||9|
|Bui||St Louis, MO||May 2003 - Jan 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
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