Kathy Weaver, financial advisor Decatur IL

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
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Company Name Location Dates Years
Investment Planners, Inc. Godfrey, IL Jan 2015 - Current 9
Ipi Wealth Management Godfrey, IL Jan 2015 - Current 9
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
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Kathy A. Weaver
Phone Number: 217-425-6340
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,147
    MILLIONS
  • Total Number of Accounts
    10,573
    ACCOUNTS
  • Average Account Value
    $203,109
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
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, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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