Michael V. Leibfried
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.
Michael Victor Leibfried was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1994. Michael had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 16, 2005 - August 25, 2022
IPI WEALTH MANAGEMENT, INC.
June 16, 2005 - August 25, 2022
INVESTMENT PLANNERS, INC.
November 3, 2004 - June 14, 2005
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
May 27, 1999 - June 14, 2005
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
April 23, 1998 - May 11, 1999
FOCUSED INVESTMENTS L.L.C.
May 31, 1994 - April 17, 1998
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Primary Firm SEC Registration
IPI WEALTH MANAGEMENT, INC.
CRD#: 111872 / SEC#: 801-56878
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
IPI WEALTH MANAGEMENT, INC.
CRD#: 111872 / SEC#: 801-56878
Contact information
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.
