Joseph L. Hutmacher

IPI WEALTH MANAGEMENT

SPRINGFIELD, IL 62702

Some features on this profile are disabled

CRD#: 1071225

Professional summary

Joseph Lawrence Hutmacher, who also goes by Hoot Or Hooter Hutmacher, Hoot Or Joe Hutmacher, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Springfield, Illinois and INVESTMENT PLANNERS, INC. located in Springfield, Illinois.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Joseph has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hoot Or Hooter Hutmacher | Hoot Or Joe Hutmacher

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1- Insurance Broker Selling fixed Insurance Products. Not investment related. Advisor spends no more than 10% of Monthly business activity during Market Hours (1 hour/market hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Lawrence Hutmacher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 13, 1999 - Present

IPI WEALTH MANAGEMENT, INC.

Office #1: 117 Glasgow Dr., Springfield, IL 62702

RIA

CRD#: 111872

SPRINGFIELD, IL

Current

May 15, 1996 - Present

INVESTMENT PLANNERS, INC.

CRD#: 18557

SPRINGFIELD, IL

Past

April 9, 1991 - May 16, 1996

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

Past

August 22, 1989 - March 21, 1991

INVESTMENT PLANNERS, INC.

CRD#: 18557

DECATUR, IL

Past

November 24, 1982 - September 11, 1986

STRUCTURED SHELTERS SECURITIES, INC.

CRD#: 10307

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/23/2008)

Georgia
(10/24/2007)

Illinois
(5/15/1996)

IAR

Illinois
(1/13/1999)

Indiana
(2/24/2000)

Iowa
(10/10/2006)

Kansas
(7/16/2025)

Kentucky
(10/19/2017)

Missouri
(9/8/2015)

North Carolina
(12/16/2021)

Ohio
(4/5/2013)

Oklahoma
(4/29/2020)

Tennessee
(12/21/2021)

Wisconsin
(10/30/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/20/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/9/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/1989

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

226 W. Eldorado, Decatur, IL 62522

Mailing Address

P.o. Box 170, Decatur, IL 62525-0170

Phone number

(217) 425-6340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPI WEALTH MANAGEMENT ADV2A (6/9/2025)

Regulatory assets under management

Total Number of Accounts	10,743
AUM (Assets Under Management)	$ 2,248,994,441

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Chantel Hue

J.P. MORGAN SECURITIES LLC

NEW YORK, NY

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Darin Kight

LPL FINANCIAL LLC

IAR

Tulsa, OK

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph L. Hutmacher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Lawrence Hutmacher's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PLANNERS, INC.

AMERICAN GENERAL EQUITY SERVICES CORPORATION

INVESTMENT PLANNERS, INC.

STRUCTURED SHELTERS SECURITIES, INC.

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/1998

Series 63

Date: 8/9/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/19/1989

FINRA

Current Firm

IPI WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IPI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors