Nathan L. Rewerts

IPI WEALTH MANAGEMENT

TOPEKA, KS 66614

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CRD#: 2913269

Professional summary

Nathan Lee Rewerts is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Topeka, Kansas and INVESTMENT PLANNERS, INC. located in Topeka, Kansas.

Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Nathan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CONSOLIDATED RURAL WATER DISTRICT #1, AUBURN, KANSAS, SECRETARY/TREASURER, 2 HOURS/MONTH, NO TIME DEVOTED DURING TRADING HOURS. Shawnee County Fire District #4- 315 SW Valencia RD. Topeka, KS 66615- paid a monthly stipened 15 hours a month. Not investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Lee Rewerts'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

May 5, 2006 - Present

IPI WEALTH MANAGEMENT, INC.

Office #1: 5950 Sw 28th Street, Topeka, KS 66614

RIA

CRD#: 111872

TOPEKA, KS

Current

March 28, 2006 - Present

INVESTMENT PLANNERS, INC.

CRD#: 18557

TOPEKA, KS

Past

July 26, 2005 - September 5, 2006

BARKLEY, REWERTS & UNRUH FINANCIAL SERVICES LLC

RIA

CRD#: 134790

TOPEKA, KS

Past

October 1, 2003 - November 29, 2007

CAPITAL PORTFOLIO MANAGEMENT L.L.C.

RIA

CRD#: 127372

TOPEKA, KS

Past

January 7, 2002 - April 7, 2006

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

TOPEKA, KS

Past

August 4, 1997 - January 30, 2002

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

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
(2/15/2012)

Colorado
(5/4/2006)

Kansas
(3/28/2006)

IAR

Kansas
(5/5/2006)

Maryland
(1/30/2008)

Minnesota
(4/21/2010)

Oklahoma
(11/14/2006)

Virginia
(10/29/2014)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/4/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/22/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/2/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/29/1999

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)

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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

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.

Contact information

xxxxx@xxxx.xxx

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Nathan L. Rewerts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Lee Rewerts's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PLANNERS, INC.

BARKLEY, REWERTS & UNRUH FINANCIAL SERVICES LLC

CAPITAL PORTFOLIO MANAGEMENT L.L.C.

THE O.N. EQUITY SALES COMPANY

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/1999

Series 63

Date: 7/11/1997

SIE

Date: 10/1/2018

Series 3

Date: 3/4/2011

Series 7

Date: 9/22/1999

Series 6

Date: 8/2/1997

Series 24

Date: 10/29/1999

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

Contact information

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