JL
Jennifer K. Larson
IPI WEALTH MANAGEMENT
YANKTON, SD 57078
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CRD#: 5503766
JL
Professional summary
Jennifer Kay Larson, AIF®, CFP®, who also goes by Jennifer Kay Dietrich, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Yankton, South Dakota and INVESTMENT PLANNERS, INC. located in Yankton, South Dakota.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jennifer has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Kay Dietrich
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.
INVESTMENT PLANNERS OF SD, INC.-OWNER/PRESIDENT. 321 BROADWAY AVE, YANKTON SD 57078. 200 HOURS/MONTH ALL DURING TRADING HOURS. COMPENSATIONS IS BASED ON COMMISSIONS AND FEES. ENTITY IS FOR TAX PURPOSES/BILL PAYING.
FIXED INSURANCE SALES/BUI - 321 BROADWAY AVE., YANKTON, SD 57078 - JAN 2017 - LESS THAN 5 HRS MONTH / LESS THAN 1 HR DURING TRADING HRS.
FIXED INSURANCE SALES /KRAUSE (ELCO MUTUAL) - DE PERE, WI 54115. - JAN 2018 - 1 HR MONTH / LESS THAN 1 HR DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Kay Larson'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®
CFP®
Start date: 2012
Experience
Current
April 21, 2008 - Present
IPI WEALTH MANAGEMENT, INC.
Office #1: 321 Broadway, Yankton, SD 57078RIA
CRD#: 111872
YANKTON, SD
Current
March 27, 2008 - Present
INVESTMENT PLANNERS, INC.
Office #1: 321 Broadway, Yankton, SD 57078BD
CRD#: 18557
Yankton, SD
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
Alabama(4/29/2025)
RR
Arizona(7/11/2019)
RR
California(11/13/2008)
RR
Colorado(3/24/2010)
RR
Idaho(2/11/2022)
RR
Iowa(9/19/2008)
RR
Kansas(1/2/2019)
RR
Minnesota(5/29/2008)
RR
Missouri(1/2/2015)
RR
Nebraska(5/22/2008)
RR
Nevada(5/16/2019)
RR
Ohio(1/2/2015)
RR
Oklahoma(10/6/2015)
RR
Pennsylvania(7/12/2023)
RR
South Dakota(4/21/2008)
IAR
South Dakota(4/21/2008)
RR
Texas(9/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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)
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.
