Chad C. Altadonna

IPI WEALTH MANAGEMENT

Decatur, IL 62521

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CRD#: 6241596

Professional summary

Chad C Altadonna, who also goes by Chad C Altadonna, Chad Christopher Altadonna, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Decatur, Illinois and INVESTMENT PLANNERS, INC. located in Decatur, Illinois.

Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Chad has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad C Altadonna | Chad Christopher Altadonna

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-Bob Oetting & Associates, LLC, 905 W Lincoln Ave, Charleston, IL 61920. Property and Casualty Insurance referrals with commission for referrals that are written and placed enforce. Not investment related. 1 hour per month during market hours, 1 hour per month outside of market hours. Start date 4/17/2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad C Altadonna'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 31, 2022 - Present

IPI WEALTH MANAGEMENT, INC.

Office #1: 226 W. Elderado Street, Decatur, IL 62521

RIA

CRD#: 111872

Decatur, IL

Current

January 31, 2022 - Present

INVESTMENT PLANNERS, INC.

Office #1: 3090 N Main Street Suite C, Decatur, IL 62526

CRD#: 18557

Decatur, IL

Past

December 1, 2020 - January 31, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

CHAMPAIGN, IL

Past

November 24, 2020 - January 31, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

CHAMPAIGN, IL

Past

November 26, 2018 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

CHAMPAIGN, IL

Past

November 26, 2018 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHAMPAIGN, IL

Past

March 9, 2017 - November 2, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

MATTOON, IL

Past

January 13, 2017 - November 2, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MATTOON, IL

Past

May 25, 2016 - December 31, 2016

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Charleston, IL

Past

October 24, 2013 - February 3, 2016

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

CHARLESTON, 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".

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

Alabama
(2/1/2022)

Arizona
(2/1/2022)

Arkansas
(2/1/2022)

California
(2/1/2022)

Colorado
(2/1/2022)

Connecticut
(2/1/2022)

Florida
(1/31/2022)

Georgia
(2/1/2022)

Illinois
(1/31/2022)

IAR

Illinois
(1/31/2022)

Indiana
(2/1/2022)

Iowa
(2/1/2022)

Kentucky
(2/1/2022)

Louisiana
(2/1/2022)

Maryland
(2/1/2022)

Michigan
(2/1/2022)

Missouri
(2/1/2022)

Nevada
(2/1/2022)

New Jersey
(2/1/2022)

New Mexico
(10/3/2025)

New York
(2/1/2022)

North Carolina
(2/1/2022)

North Dakota
(2/1/2022)

Ohio
(2/1/2022)

Oklahoma
(2/1/2022)

Oregon
(2/1/2022)

Pennsylvania
(2/1/2022)

South Carolina
(2/1/2022)

Tennessee
(2/1/2022)

Texas
(2/1/2022)

Utah
(2/1/2022)

Virginia
(2/1/2022)

Washington
(2/1/2022)

West Virginia
(2/1/2022)

Wisconsin
(2/1/2022)

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 65

Date: 11/8/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/24/2013

Investment Company Products/Variable Contracts Representative 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

Chad C. Altadonna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad C Altadonna's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PLANNERS, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

INTEGRITY ALLIANCE, LLC.

COUNTRY CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2016

Series 63

Date: 11/6/2013

SIE

Date: 10/1/2018

Series 7

Date: 2/22/2017

Series 6

Date: 10/24/2013

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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