Joe D. Myers

IPI WEALTH MANAGEMENT

Surprise, AZ

Some features on this profile are disabled

CRD#: 1867342

Professional summary

Joe David Myers, who also goes by Joe David Myers Jr, Joe David Myers Sr, Joe David Myers, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Surprise, Arizona and INVESTMENT PLANNERS, INC. located in Surprise, Arizona.

Joe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Joe has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe David Myers Jr | Joe David Myers Sr | Joe David Myers

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.

100% OWNER OF "MYERS INVESTMENT GROUP," OFFERING SECURITIES, FIXED ANNUITIES LONG TERM CARE AND LIFE INSURANCE SINCE 1994. INVESTMENT RELATED. 5% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe David Myers'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

March 31, 2020 - Present

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

Surprise, AZ

Current

March 31, 2020 - Present

INVESTMENT PLANNERS, INC.

CRD#: 18557

Surprise, AZ

Past

April 25, 2013 - March 31, 2020

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

SURPRISE, AZ

Past

April 16, 2013 - March 31, 2020

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SURPRISE, AZ

Past

September 20, 2007 - April 17, 2013

PROSPERA FINANCIAL SERVICES, INC.

RIA

CRD#: 10740

SURPRISE, AZ

Past

September 4, 2007 - April 17, 2013

PROSPERA FINANCIAL SERVICES, INC.

CRD#: 10740

SURPRISE, AZ

Past

August 9, 1994 - September 11, 2007

LPL FINANCIAL LLC

RIA

CRD#: 6413

GLASGOW, KY

Past

August 4, 1994 - September 11, 2007

LPL FINANCIAL LLC

CRD#: 6413

GLASGOW, KY

Past

April 19, 1991 - August 9, 1994

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

February 26, 1990 - March 18, 1991

EDWARD JONES

CRD#: 250

Past

August 25, 1988 - May 14, 1991

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Arizona
(3/31/2020)

IAR

Arizona
(3/31/2020)

Florida
(3/31/2020)

Idaho
(3/31/2020)

Kentucky
(4/10/2020)

Montana
(4/15/2020)

North Carolina
(4/1/2020)

South Carolina
(3/31/2020)

Washington
(4/7/2020)

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 66

Date: 3/23/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/16/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/21/1994

General Securities Principal 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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joe D. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe David Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PLANNERS, INC.

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

PROSPERA FINANCIAL SERVICES, INC.

PROSPERA FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2010

Series 63

Date: 9/16/1988

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/20/1988

Series 24

Date: 9/21/1994

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

Similar Advisors