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Alan Fulk

IPI Wealth Management, Inc.

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About Alan Fulk

Alan Fulk is an Investment Advisor Representative with IPI Wealth Management, Inc. Alan has been in the financial industry since August 11, 2000. Alan is a registered Investment Advisor Representative in Illinois. Alan holds the Series 7, Series 65, and Series 66 securities licenses. Alan is also registered with the Financial Industry Regulatory Authority (FINRA). Alan is a licensed insurance broker. Alan is committed to providing financial planning, portfolio management, and educational seminars to individuals, businesses, and retirement plans.

Firm Information

Alan Fulk is currently registered with IPI Wealth Management, Inc.. IPI Wealth Management, Inc. is an investment advisory firm headquartered in Decatur, IL, with over 70 licensed agents and investment advisor representatives serving clients across the United States. The firm offers a range of services including financial planning, educational seminars, portfolio management, and selection of other advisors. They manage assets for a variety of clients, including individuals, families, corporations, and retirement plans. IPI Wealth Management has a strong reputation in the industry, as evidenced by their significant regulatory assets under management.
IPI Wealth Management, Inc.

226 W. ELDORADO

DECATUR, IL 62522

$2.15B

Assets Under Management

36

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Fulk’s Registration & Firm History

IL

03/27/2012 - Present

IPI Wealth Management, Inc. (DECATUR IL)

NY

08/11/2000 - 01/06/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/25/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Fulk.
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