Edward A. Tuerk
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.
Edward Aloysius Tuerk, who also goes by Edward Aloysious Tuerk, was a registered financial professional .
Edward is a previously registered financial professional and started their career in finance in 1970. Edward had worked at 13 firms and has passed the Series 65, Series 63, PC, Series 1 and Series 39 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 9, 2009 - October 1, 2019
IPI WEALTH MANAGEMENT, INC.
May 15, 2002 - September 19, 2006
STONEX SECURITIES INC.
March 27, 1996 - May 15, 2002
AMERICAN INVESTMENT SERVICES, INC.
September 28, 1992 - February 8, 1994
A. G. EDWARDS & SONS, INC.
September 4, 1990 - September 25, 1992
WELLS FARGO CLEARING SERVICES, LLC
March 8, 1988 - September 4, 1990
BLUNT ELLIS & LOEWI INCORPORATED
July 7, 1986 - March 10, 1988
LEHMAN BROTHERS INC.
February 21, 1986 - June 30, 1986
DREHER & ASSOCIATES, INC.
November 25, 1985 - June 19, 1986
MIDWEST EQUITIES, INC.
December 8, 1983 - October 22, 1985
WESTPORT FINANCIAL GROUP, INC.
January 22, 1980 - July 30, 1982
MORGAN STANLEY DW INC.
April 4, 1978 - February 2, 1980
BLUNT ELLIS & LOEWI INCORPORATED
September 4, 1973 - April 4, 1978
LOEWI & CO., INCORPORATED
March 23, 1970 - October 7, 1973
THE ILLINOIS COMPANY
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
PC
Date: 1/25/1980
AMEX Put and Call ExamSeries 1
Date: 11/15/1968
Registered Representative ExaminationCurrent 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.
