EH
Eddie D. Hart
IPI WEALTH MANAGEMENT
BURLINGTON, IA 52601
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CRD#: 1304298
EH
Professional summary
Eddie Dean Hart, who also goes by Ed Hart, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Burlington, Iowa and INVESTMENT PLANNERS, INC. located in Burlington, Iowa.
Eddie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Eddie has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 3, Series 7, Series 30, Series 53, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ed Hart
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.
NON INVESTMENT RELATED BUSINESS: ENTERTAINMENT-SELF, 9031 KOESTNER DR. BURLINGTON, IA 52601 NO SET EMPLOYMENT DATE, INTERMITTENT: LESS THEN 1 HOUR PER WEEK . DURING NON-MARKET HOURS. (PLAY GUITAR-SING) INDEPENDENT INSURANCE AGENT Fixed annuities and life insurance with various carriers through various FMO's
CRS (Client Relationship Summary) - RIA
Click below to view Eddie Dean Hart's 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®
NoneExperience
Current
October 23, 2006 - Present
IPI WEALTH MANAGEMENT, INC.
Office #1: 1200 S. Main Street, Burlington, IA 52601RIA
CRD#: 111872
BURLINGTON, IA
Current
July 30, 2004 - Present
INVESTMENT PLANNERS, INC.
Office #1: 1200 S. Main Street, Burlington, IA 52601BD
CRD#: 18557
Burlington, IA
Past
October 4, 1984 - October 29, 2004
SCHOFF & BAXTER, INC.
BD
CRD#: 3290
BURLINGTON, IA
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".
IW
IPI WEALTH MANAGEMENT, INC.
IPI ASSET MANAGEMENT, INC. | VOGEL & COMPANY, LLC | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | KOSHINSKI ASSET MANAGEMENT, INC. DBA INVESTMENT PLANNERS | KOSHINSKI ASSET MANAGEMENT INC. | IPI WEALTH MANAGEMENT, INC. | 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.RR
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
RR
Arizona(10/8/2004)
RR
Arkansas(7/13/2015)
RR
California(7/30/2004)
RR
Colorado(3/17/2010)
RR
Florida(7/30/2004)
RR
Georgia(10/22/2019)
RR
Illinois(7/30/2004)
RR
Iowa(8/4/2004)
IAR
Iowa(10/23/2006)
RR
Kentucky(1/2/2018)
RR
Missouri(7/30/2004)
RR
Nebraska(2/8/2007)
RR
Nevada(6/28/2018)
RR
New York(7/30/2012)
RR
Oklahoma(10/9/2025)
RR
South Carolina(10/16/2007)
RR
South Dakota(10/22/2019)
RR
Texas(7/30/2004)
RR
Virginia(7/30/2004)
RR
Washington(3/9/2007)
RR
Wisconsin(7/30/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IPI WEALTH MANAGEMENT, INC.
IPI ASSET MANAGEMENT, INC. | VOGEL & COMPANY, LLC | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | KOSHINSKI ASSET MANAGEMENT, INC. DBA INVESTMENT PLANNERS | KOSHINSKI ASSET MANAGEMENT INC. | IPI WEALTH MANAGEMENT, INC. | IPI WEALTH MANAGEMENT, INC.
CRD#: 111872 / SEC#: 801-56878
RIA
Registered Investment Advisory firm - (11/1/1999 Approved)Upgrade to AdvisorCheck Premium
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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
73
SEC notice filing (47 States and Territories)
Documents
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.
Company Information
IPI WEALTH MANAGEMENT, INC.
CRD#: 111872Burlington, IA 52601TRUST BUT VERIFY
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