JR
Jesse D. Rupp
IPI WEALTH MANAGEMENT
Decatur, IL 62526
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CRD#: 6815892
JR
Professional summary
Jesse Dean Rupp, who also goes by Jesse Rupp, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Decatur, Illinois and INVESTMENT PLANNERS, INC. located in Decatur, Illinois.
Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jesse has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jesse Rupp
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)Licensed insurance professional. Selling fixed insurance product, not investment related, from 3090 N. Main Street, Suite C Decatur, IL 62526. Less than 10% of business time. From 03/05/2018 to 6/30/2020 and 05/01/2023 to present.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Dean Rupp'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
January 28, 2021 - Present
IPI WEALTH MANAGEMENT, INC.
Office #1: 3090 N Main St Suite C, Decatur, IL 62526RIA
CRD#: 111872
Decatur, IL
Current
February 1, 2021 - Present
INVESTMENT PLANNERS, INC.
Office #1: 3090 N Main Street Suite C, Decatur, IL 62526BD
CRD#: 18557
Decatur, IL
Past
January 5, 2019 - February 2, 2021
MILLER WEALTH MANAGEMENT
RIA
CRD#: 297590
DECATUR, IL
Past
January 2, 2019 - December 31, 2019
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
DECATUR, IL
Past
November 16, 2017 - January 15, 2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
DECATUR, IL
Past
August 23, 2017 - January 15, 2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
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
Alabama(1/2/2025)
RR
Arizona(1/2/2025)
RR
Arkansas(1/2/2025)
RR
California(1/2/2025)
RR
Colorado(1/2/2025)
RR
Connecticut(1/2/2025)
RR
Florida(1/2/2025)
RR
Georgia(5/10/2023)
IAR
Illinois(1/28/2021)
RR
Illinois(2/1/2021)
RR
Indiana(1/2/2025)
RR
Iowa(1/2/2025)
RR
Kentucky(1/2/2025)
RR
Louisiana(1/2/2025)
RR
Maryland(1/2/2025)
RR
Michigan(1/2/2025)
RR
Missouri(1/2/2025)
RR
Nevada(1/2/2025)
RR
New Jersey(1/2/2025)
RR
New York(1/2/2025)
RR
North Carolina(1/2/2025)
RR
North Dakota(1/2/2025)
RR
Ohio(1/2/2025)
RR
Oklahoma(1/2/2025)
RR
Oregon(1/2/2025)
RR
Pennsylvania(1/2/2025)
RR
South Carolina(1/2/2025)
RR
Tennessee(1/2/2025)
RR
Texas(1/2/2025)
RR
Utah(1/2/2025)
RR
Virginia(1/2/2025)
RR
Washington(1/2/2025)
RR
West Virginia(1/2/2025)
RR
Wisconsin(1/2/2025)
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
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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.
