MH
Michelle S. Hancock
IPI WEALTH MANAGEMENT
Decatur, IL 62522
Some features on this profile are disabled
CRD#: 4934512
MH
Professional summary
Michelle Suzanne Hancock, who also goes by Michelle Suzanne White, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Decatur, Illinois and INVESTMENT PLANNERS, INC. located in Decatur, Illinois.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michelle has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle Suzanne White
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Suzanne Hancock's 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®
NoneExperience
Current
July 1, 2014 - Present
IPI WEALTH MANAGEMENT, INC.
Office #1: 226 W. Eldorado, Decatur, IL 62522RIA
CRD#: 111872
Decatur, IL
Current
July 1, 2014 - Present
INVESTMENT PLANNERS, INC.
Office #1: 226 W. Eldorado Street, Decatur, IL 62522Office #2: 226 W. Eldorado, Decatur, IL 62522BD
CRD#: 18557
Decatur, IL
Past
December 7, 2006 - June 25, 2014
WINTRUST INVESTMENTS LLC
BD
CRD#: 875
PANA, IL
Past
May 12, 2006 - June 25, 2014
WINTRUST INVESTMENTS LLC
RIA
CRD#: 875
PANA, IL
Past
March 28, 2005 - December 7, 2006
FOCUSED INVESTMENTS L.L.C.
BD
CRD#: 37532
PANA, IL
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".
IW
IPI WEALTH MANAGEMENT, INC.
IPI ASSET MANAGEMENT, INC. | VOGEL & COMPANY, LLC | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | KOSHINSKI ASSET MANAGEMENT, INC. DBA INVESTMENT PLANNERS | KOSHINSKI ASSET MANAGEMENT INC. | IPI WEALTH MANAGEMENT, INC. | 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.RR
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
RR
Arizona(6/7/2016)
RR
Arkansas(6/7/2016)
RR
California(6/7/2016)
RR
Colorado(6/7/2016)
RR
Connecticut(6/7/2016)
RR
Delaware(6/7/2016)
RR
Florida(6/7/2016)
RR
Georgia(6/7/2016)
RR
Idaho(6/7/2016)
RR
Illinois(7/1/2014)
IAR
Illinois(7/1/2014)
RR
Indiana(6/7/2016)
RR
Iowa(6/7/2016)
RR
Kansas(6/7/2016)
RR
Kentucky(6/7/2016)
RR
Louisiana(6/7/2016)
RR
Maine(6/7/2016)
RR
Maryland(6/7/2016)
RR
Massachusetts(6/7/2016)
RR
Michigan(6/7/2016)
RR
Minnesota(6/7/2016)
RR
Missouri(6/1/2016)
RR
Montana(6/8/2016)
RR
Nebraska(6/7/2016)
RR
Nevada(6/7/2016)
RR
New Hampshire(6/7/2016)
RR
New Jersey(6/7/2016)
RR
New Mexico(6/7/2016)
RR
New York(6/7/2016)
RR
North Carolina(6/7/2016)
RR
Ohio(1/4/2016)
RR
Oklahoma(6/7/2016)
RR
Oregon(6/7/2016)
RR
Pennsylvania(6/7/2016)
RR
South Carolina(6/7/2016)
RR
South Dakota(6/7/2016)
RR
Tennessee(6/7/2016)
RR
Texas(6/7/2016)
RR
Utah(6/7/2016)
RR
Virginia(6/7/2016)
RR
Washington(6/7/2016)
RR
West Virginia(6/7/2016)
RR
Wisconsin(6/7/2016)
RR
Wyoming(6/7/2016)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IPI WEALTH MANAGEMENT, INC.
IPI ASSET MANAGEMENT, INC. | VOGEL & COMPANY, LLC | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | KOSHINSKI ASSET MANAGEMENT, INC. DBA INVESTMENT PLANNERS | KOSHINSKI ASSET MANAGEMENT INC. | IPI WEALTH MANAGEMENT, INC. | IPI WEALTH MANAGEMENT, INC.
CRD#: 111872 / SEC#: 801-56878
RIA
Registered Investment Advisory firm - (11/1/1999 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
73
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.
Company Information
IPI WEALTH MANAGEMENT, INC.
CRD#: 111872Decatur, IL 62522TRUST BUT VERIFY
Monitor Michelle Hancock
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
