EM
Elizabeth A. Meier
IPI WEALTH MANAGEMENT
ST. LOUIS, MO 63144
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CRD#: 2176968
EM
Professional summary
Elizabeth Anne Meier, who also goes by Elizabeth Anne Conway, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in St. Louis, Missouri and INVESTMENT PLANNERS, INC. located in St. Louis, Missouri.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Elizabeth has worked at 3 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Anne Conway
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-ELIZABETH A. MEIER, CPA (NON-INVESTMENT RELATED) SELF-EMPLOYED. 1743 GOLDENHORN CT.,MARYLAND HEIGHTS, MO63043. START DATE-1997-20 HRS PER MONTH FEB-APRIL. NOT DURING SECURITIES TRADING HOURS. TAX RETURN PREPARATION 2-Sales of Fixed Insurance Products including Indexed Annuities, 5 hours a week during non trading hours.
CRS (Client Relationship Summary) - RIA
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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
January 20, 2017 - Present
IPI WEALTH MANAGEMENT, INC.
Office #1: 1750 South Brentwood Blvd. Suite 500, St. Louis, MO 63144RIA
CRD#: 111872
ST. LOUIS, MO
Current
September 5, 2003 - Present
INVESTMENT PLANNERS, INC.
Office #1: 1750 S. Brentwood Blvd Suite 500, St. Louis, MO 63144BD
CRD#: 18557
St. Louis, MO
Past
October 21, 1991 - December 31, 2003
WILLIAM J. CONWAY & CO., INC.
BD
CRD#: 7264
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".
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(4/2/2025)
RR
Colorado(3/2/2007)
RR
Florida(2/8/2008)
RR
Illinois(9/5/2003)
RR
Kansas(6/16/2014)
RR
Michigan(2/28/2008)
RR
Minnesota(11/20/2024)
RR
Missouri(9/16/2003)
IAR
Missouri(1/20/2017)
RR
Texas(10/22/2008)
RR
Washington(12/13/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product 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
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Company Information
IPI WEALTH MANAGEMENT, INC.
CRD#: 111872St. Louis, MO 63144TRUST BUT VERIFY
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