Kevin G. Hiett

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CRD#: 1286316

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin George Hiett was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1988. Kevin had worked at 8 firms and has passed the Series 66, Series 63, Series 7, Series 22, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 16, 2012 - February 27, 2013

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

WINDERMERE, FL

Past

June 5, 2012 - November 5, 2013

INVESTMENT PLANNERS, INC.

CRD#: 18557

DECATUR, IL

Past

March 24, 2011 - May 15, 2012

LYONS WEALTH MANAGEMENT

RIA

CRD#: 150581

WINTER PARK, FL

Past

March 20, 2008 - February 4, 2011

PINNACLE FINANCIAL GROUP, LLC

RIA

CRD#: 131674

ORLANDO, FL

Past

August 25, 2006 - February 4, 2011

PINNACLE FINANCIAL GROUP, LLC

CRD#: 131674

ORLANDO, FL

Past

July 1, 1994 - March 29, 1995

NATIONSSECURITIES

CRD#: 32542

Past

April 5, 1989 - March 29, 1990

PSI SECURITIES CORPORATION

CRD#: 10322

GLENDALE, CA

Past

October 14, 1988 - May 11, 1989

KURK FINANCIAL SECURITIES, INC.

CRD#: 23098

Past

March 3, 1988 - October 27, 1988

KAVANAUGH SECURITIES, INC.

CRD#: 10606

DALLAS, TX

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/30/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/24/2006

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/2/1988

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 53

Date: 3/17/2008

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/17/2007

General Securities Principal Examination

Current Firm

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

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

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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.

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Advisor Monitoring

Firm Stability Insights

Kevin G. Hiett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INVESTMENT PLANNERS, INC.

LYONS WEALTH MANAGEMENT

PINNACLE FINANCIAL GROUP, LLC

PINNACLE FINANCIAL GROUP, LLC

NATIONSSECURITIES

PSI SECURITIES CORPORATION

KURK FINANCIAL SECURITIES, INC.

KAVANAUGH SECURITIES, INC.

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/2007

Series 63

Date: 6/22/1994

Series 7

Date: 8/24/2006

Series 22

Date: 3/2/1988

Series 53

Date: 3/17/2008

Series 24

Date: 9/17/2007

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

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