Kathy Weaver, financial advisor alton IL
100 score

Kathy Weaver

CRD Number: 1946472
Current Firm: Ipi Wealth Management, Inc.
Compensation Model: Both

Kathy Weaver (CRD# 1946472) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Alton, IL and has over 16 years of experience in the finance industry.

CONTACT
Similar Advisors
Carl Goodin, financial advisor alton IL
Carl D. Goodin
CRD# 1346311
Financial Planning Associates, Inc.
Score
107
Similar Advisors
William Meyer, financial advisor alton IL
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Score
106
Similar Advisors
Joe Allaria, financial advisor alton IL
Joe M. Allaria
CRD# 6122862
Visionary Wealth Advisors, LLC
Score
105
Company Name Location Dates Years
Investment Planners, Inc. Godfrey, IL Jan 2015 - Current 2
Ipi Wealth Management Godfrey, IL Jan 2015 - Current 2
Alton Securities Group, Inc. Alton, IL Mar 2006 - Dec 2014 8
Alton Capital Management Alton, IL Mar 2006 - Dec 2014 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2000
S7 General Securities Representative Examination (GS) Sep 2000
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Kathy A. Weaver
Phone Number: 6184660100
Registered State(s):
  • IL
  • MO
  • TX
  • FL
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Ready to hire a financial advisor? Get competitive proposals from Kathy Weaver and other advisors.
BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.