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EL

Eric M. Lewis

IPI WEALTH MANAGEMENT
Decatur, IL 62522
Some features on this profile are disabled
CRD#: 5096258
EL

Professional summary

Eric M Lewis, who also goes by Eric Michael Holle, Eric M. Lewis, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Decatur, Illinois and INVESTMENT PLANNERS, INC. located in Decatur, Illinois.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Eric has worked at 5 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Michael Holle | Eric M. Lewis

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.
Name: Michael Family Limited Partnership Inv rel: Y Addr: At residential address Nature: Realtor/Real Estate Position: Limited Partner 99% Start: 01/01/1999 No hrs/mo: 0 No hrs/mo dur trading: 0 Duties: To receive ownership of a family property after all other partners have passed away.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric M Lewis'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

January 3, 2023 - Present

IPI WEALTH MANAGEMENT, INC.

Office #1: 226 W. Eldorado, Decatur, IL 62522
RIA
CRD#: 111872
Decatur, IL
Current

January 3, 2023 - Present

INVESTMENT PLANNERS, INC.

Office #1: 226 W. Eldorado Street, Decatur, IL 62522
BD
CRD#: 18557
Decatur, IL
Past

May 12, 2022 - January 5, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Champaign, IL
Past

July 15, 2011 - April 22, 2022

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CHAMPAIGN, IL
Past

April 26, 2006 - September 13, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
DECATUR, IL
Past

March 10, 2006 - September 13, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DECATUR, 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
Illinois
(1/3/2023)
IAR
Illinois
(1/3/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/7/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/20/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/14/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/10/2023
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/5/2016
General Securities Principal Examination
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)
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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
73

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts10,743
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 62522

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