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JH

John A. Hawke

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CRD#: 1322289
JH

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.

John Alan Hawke, who also goes by John A Hawke, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 7 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John A Hawke

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

May 1, 2012 - December 31, 2012

INVESTMENT PLANNERS, INC.

BD
CRD#: 18557
DECATUR, IL
Past

April 30, 2012 - December 31, 2012

IPI WEALTH MANAGEMENT, INC.

RIA
CRD#: 111872
SARASOTA, FL
Past

November 5, 2007 - May 5, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ROCKFORD, IL
Past

November 5, 2007 - May 5, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ROCKFORD, IL
Past

October 26, 2006 - October 3, 2007

MIDWOOD SECURITIES, INC.

BD
CRD#: 21520
NEW YORK, NY
Past

November 23, 2001 - October 5, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ROCKFORD, IL
Past

November 23, 2001 - October 5, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ROCKFORD, IL
Past

February 23, 1998 - September 14, 2001

HOWE BARNES HOEFER & ARNETT, INC.

BD
CRD#: 2240
CHICAGO, IL
Past

March 12, 1994 - February 18, 1998

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 31, 1989 - December 23, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

December 24, 1987 - April 15, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

December 19, 1984 - December 23, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/4/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/13/1991
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


IP
INVESTMENT PLANNERS, INC.
INVESTMENT PLANNERS, INC. | PAL-STAR MANAGEMENT CORPORATION

CRD#: 18557 / SEC#: , 8-35642

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
226 W. Eldorado Street, Decatur, IL 62522
Mailing Address
P.o. Box 170, Decatur, IL 62525-0170
Phone number
(217) 425-6340
Established
Illinois since 02/01/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KOSHINSKI, DAVID PAULCEO / FINOP1765543
CLOSSER, ALLEN BAYARDPRESIDENT1101000
FUERSTENBERG, LORI LEACHIEF COMPLIANCE OFFICER4023335
HANCOCK, MICHELLE SUZANNEROP4934512

Disclosures


Regulatory Event1
Arbitration1

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


INVESTMENT PLANNERS, INC.

CRD#: 18557

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