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FIRM PROFILE
Overview
INVESTMENT PLANNERS, INC. is located at 226 W. Eldorado Street, Decatur, IL 62522 and was first established at Chicago, Illinois in 02/01/1986. After operating for 40 years, INVESTMENT PLANNERS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of INVESTMENT PLANNERS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. INVESTMENT PLANNERS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at INVESTMENT PLANNERS, INC. are registered to handle securities or provide financial advice. The firm has 2 disclosures, 1 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access INVESTMENT PLANNERS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at INVESTMENT PLANNERS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for INVESTMENT PLANNERS, INC. Comes From
Understanding the Statistics for INVESTMENT PLANNERS, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
226 W. Eldorado Street, Decatur, IL 62522
P.o. Box 170, Decatur, IL 62525-0170
Small
(217) 425-6340
Illinois since 02/01/1986
Corporation
December
FIRM DOCUMENTS
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Advisor's working at INVESTMENT PLANNERS, INC.
Monte Rhae Hazelbaker
Gregory James Mcginn
Charles Roger Skemp
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