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TB

Tanner A. Bartlow

IPI WEALTH MANAGEMENT
Quincy, IL 62301
Some features on this profile are disabled
CRD#: 7117743
TB

Professional summary

Tanner Aaric Bartlow, who also goes by Tanner A Bartlow, Tanner Bartlow, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Quincy, Illinois and INVESTMENT PLANNERS, INC. located in Quincy, Illinois.

Tanner is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Tanner has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tanner A Bartlow | Tanner Bartlow

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Aaric Bartlow'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

November 17, 2025 - Present

IPI WEALTH MANAGEMENT, INC.

Office #1: 420 Maine Street, Quincy, IL 62301
RIA
CRD#: 111872
Quincy, IL
Current

October 30, 2025 - Present

INVESTMENT PLANNERS, INC.

Office #1: 420 Maine Street, Quincy, IL 62301
BD
CRD#: 18557
Quincy, IL
Past

September 15, 2023 - October 27, 2025

FORTHRIGHT CAPITAL ADVISORY

RIA
CRD#: 323596
Quincy, IL
Past

November 28, 2022 - July 5, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
BIRMINGHAM, MI
Past

November 28, 2022 - July 5, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BIRMINGHAM, MI
Past

August 27, 2019 - November 14, 2022

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
TROY, MI
Past

June 17, 2019 - November 14, 2022

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
TROY, MI

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
(11/17/2025)
IAR
Illinois
(11/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/17/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/23/2019
Securities Industry Essentials 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#: 111872Quincy, IL 62301

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