Investment adviser representative · Ipi Wealth Management, Inc.
Egan Franzen
CRD 8230711 · Decatur, IL
At a glance
Egan Franzen is an investment adviser representative with Ipi Wealth Management, Inc. in Decatur, IL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Ipi Wealth Management, Inc.Since June 2026Decatur, IL · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Egan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Ipi Wealth Management, Inc.
- Mark D. BerndtDecatur
- Allen B. ClosserDecatur · Certified Financial Planner
- Justin W. DietrichDecatur
- Aaron K. EberhartDecatur
- Lori L. FuerstenbergDecatur
- Alan FulkDecatur
- Roberto Guzman VidalDecatur · Chartered Financial Consultant
- James E. HamiltonDecatur
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