Unclaimed
Eddie Dean Hart is a financial advisor with over 30 years of experience in the financial services industry. Eddie has a deep understanding of the investment markets and a commitment to providing clients with personalized financial advice. Eddie currently works with IPI Wealth Management, Inc. Eddie also has a strong background in insurance, and has worked in both roles to offer clients a wide range of financial solutions.
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.
1
2
IL
10/23/2006 - Present
IPI Wealth Management, Inc. (DECATUR IL)
IA
10/04/1984 - 10/29/2004
SCHOFF & BAXTER, INC. (BURLINGTON IA)
IA
Issued 10/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2004
Series 30 - NFA Branch Manager Examination
BC
Issued 12/17/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/26/2002
Series 4 - Registered Options Principal Examination
BC
Issued 09/29/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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