Andrew L. Dejong

IPI WEALTH MANAGEMENT

Las Vegas, NV 89146

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CRD#: 4738762

Professional summary

Andrew L Dejong is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Las Vegas, Nevada and INVESTMENT PLANNERS, INC. located in Las Vegas, Nevada.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Andrew has worked at 7 firms and has passed the Series 66, Series 63, Series 6TO, SIE, 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.

1.Andrew DeJong - Health and Medicare Insurance Broker, Life & Health; non-investment related; 5450 W Sahara Ave, Suite 350, Las Vegas, NV 89146; Insurance Services; Sole Proprietor; Started 09/2015; devotes approximately 50 hours a month which 10 are during business hours; duties include helping clients find health insurance solutions. 2.Andrew DeJong - Rideshare Driver; non-investment related; 8980 Argus Reed Ave, Las Vegas, NY 89148; Driver; Sole Proprietor; 05/2018; devotes approximately 50 hours a month which none are during business hours; driving passengers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew L Dejong'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

July 20, 2020 - Present

IPI WEALTH MANAGEMENT, INC.

Office #1: 5450 W Sahara Ave. Suite 350, Las Vegas, NV 89146

RIA

CRD#: 111872

Las Vegas, NV

Current

June 5, 2020 - Present

INVESTMENT PLANNERS, INC.

Office #1: 5450 W Sahara Ave. Suite 350, Las Vegas, NV 89146

CRD#: 18557

Las Vegas, NV

Past

January 22, 2019 - December 31, 2019

WOODSTOCK WEALTH MANAGEMENT, INC.

RIA

CRD#: 283472

Las Vegas, NV

Past

January 8, 2019 - December 6, 2019

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

Las Vegas, NV

Past

September 14, 2015 - December 31, 2018

OSAIC SERVICES, INC.

RIA

CRD#: 133763

LAS VEGAS, NV

Past

September 3, 2015 - December 31, 2018

OSAIC SERVICES, INC.

CRD#: 133763

LAS VEGAS, NV

Past

September 26, 2013 - June 30, 2015

OSAIC SERVICES, INC.

RIA

CRD#: 133763

LAS VEGAS, NV

Past

August 28, 2013 - June 30, 2015

OSAIC SERVICES, INC.

CRD#: 133763

LAS VEGAS, NV

Past

August 10, 2012 - October 9, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LAS VEGAS, NV

Past

June 29, 2012 - October 9, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LAS VEGAS, NV

Past

January 21, 2004 - April 29, 2004

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".

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

Florida
(1/5/2021)

Illinois
(6/26/2020)

Michigan
(7/15/2021)

Nevada
(6/26/2020)

IAR

Nevada
(7/20/2020)

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 66

Date: 7/21/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/21/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/28/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/20/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/22/2017

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.

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Advisor Monitoring

Firm Stability Insights

Andrew L. Dejong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew L Dejong's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PLANNERS, INC.

WOODSTOCK WEALTH MANAGEMENT, INC.

WOODSTOCK FINANCIAL GROUP, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2012

Series 63

Date: 1/21/2004

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/28/2012

Series 6

Date: 1/20/2004

Series 24

Date: 4/22/2017

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

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