Warner E. Isaacs

IFG ADVISORS

St. Louis, MO 63141

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CRD#: 2201946

Professional summary

Warner Edward Isaacs, CFP®, who also goes by Ted Isaacs, W. Ted Isaacs, is a registered financial advisor currently at IFG ADVISORS, LLC located in St. Louis, Missouri.

Warner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Warner has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Investment Planning

Tax Planning

Estate Planning

Insurance Planning

Education Planning

Retirement Planning

Budgeting

How do you get paid?

Commission and Fee

Are you a "fiduciary"?

Yes

Aliases

Ted Isaacs | W. Ted Isaacs

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.

COLLEGE FOOTBALL OFFICIAL NON-INVESTMENT RELATED WORKS THROUGHOUT MIDWEST THROUGHOUT FALL OUTSIDE OF NORMAL BUSINESS HOURS. BROKERAGE UNLIMITED- P.O.BOX 419006 ST. LOUIS, MO-SALE OF FIXED INSURANCE PRODUCTS. 5 HOURS PER MONTH / 15 MINUTES DURING TRADING HOURS. CORNERSTONE INSURANCE GROUP LLC -721 EMERSON RD. #500, ST. LOUIS, MO, HEALTH INSURANCE / GROUP PRODUCTS, 1 HOUR PER MONTH / 5 MIN DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Warner Edward Isaacs'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

October 20, 2014 - Present

IFG ADVISORS, LLC

Office #1: 10560 Old Olive Street Road, Suite 250, St. Louis, MO 63141

RIA

CRD#: 172329

St. Louis, MO

Past

January 4, 2008 - December 31, 2014

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

ST. LOUIS, MO

Past

January 4, 2008 - December 31, 2014

INVESTMENT PLANNERS, INC.

CRD#: 18557

ST. LOUIS, MO

Past

April 7, 2006 - December 31, 2007

IFG ADVISORS, LLC

RIA

CRD#: 139763

SAINT LOUIS, MO

Past

March 30, 2006 - January 7, 2008

CONSOLIDATED FINANCIAL INVESTMENTS, INC.

CRD#: 18810

ST. LOUIS, MO

Past

January 31, 2006 - March 17, 2006

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

RIA

CRD#: 109729

MILWAUKEE, WI

Past

July 27, 2005 - January 31, 2006

NETWORK PLANNING ADVISORS, L.L.C.

RIA

CRD#: 109000

ST LOUIS, MO

Past

January 18, 2005 - March 17, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

ST. LOUIS, MO

Past

February 4, 1999 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

March 10, 1992 - March 17, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

IFG ADVISORS, LLC

CRD#: 172329 / SEC#: 801-80204

RIA

Registered Investment Advisory firm - (8/22/2014 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.

Highlighted states indicate IAR registrations

IAR

Missouri
(10/20/2014)

IAR

Texas
(10/23/2014)

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 65

Date: 7/9/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/9/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IFG ADVISORS, LLC

CRD#: 172329 / SEC#: 801-80204

RIA

Registered Investment Advisory firm - (8/22/2014 Approved)

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Contact information

Main Address

10560 Old Olive Street Road, Suite 250, St. Louis, MO 63141

Mailing Address

Phone number

(314) 569-0500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IFG ADVISORS, LLC - ADV PART 2A (3/10/2025)

Regulatory assets under management

Total Number of Accounts	2,540
AUM (Assets Under Management)	$ 818,000,000

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Warner E. Isaacs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Warner Edward Isaacs's CRS (Customer Relationship Summary).

Certified licenses

Experience

IPI WEALTH MANAGEMENT, INC.

INVESTMENT PLANNERS, INC.

IFG ADVISORS, LLC

CONSOLIDATED FINANCIAL INVESTMENTS, INC.

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

NETWORK PLANNING ADVISORS, L.L.C.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

IFG ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2004

Series 63

Date: 3/2/1999

SIE

Date: 12/31/2014

Series 7

Date: 4/14/2003

Series 6

Date: 3/9/1992

Current Firm

IFG ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IFG ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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