Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Altadonna is a financial advisor and investment advisor representative at IPI Wealth Management, Inc. in Decatur, IL. Chad has been in the securities industry for over 8 years. Chad holds licenses for Series 6, 7, 63, and 65. Chad has experience working with clients ranging from individuals to businesses, corporations, charitable organizations, pension and profit-sharing plans and insurance companies. Chad focuses on providing financial planning, educational seminars and portfolio management services to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
01/31/2022 - Present
IPI Wealth Management, Inc. (DECATUR IL)
IL
11/24/2020 - 01/31/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHAMPAIGN IL)
IL
11/26/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHAMPAIGN IL)
IL
01/13/2017 - 11/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (MATTOON IL)
IL
05/25/2016 - 12/31/2016
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Charleston IL)
IL
10/24/2013 - 02/03/2016
COUNTRY CAPITAL MANAGEMENT COMPANY (CHARLESTON IL)
IA
Issued 11/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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