Adviser and broker representative · Ipi Wealth Management, Inc.
Julie-Anne Pickett
CRD 5385659 · Decatur, IL
At a glance
Julie-Anne Pickett is an investment adviser representative with Ipi Wealth Management, Inc. in Decatur, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Julie-Anne’s SEC record dates to 2007, about 18 years ago. Julie-Anne is also registered as a broker representative.
Current advisory firm
- Ipi Wealth Management, Inc.Since November 2007Decatur, IL · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Julie-Anne’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 and FINRA BrokerCheck.
More at Ipi Wealth Management, Inc.
- Tanner A. BartlowDecatur
- Mark D. BerndtDecatur
- Allen B. ClosserDecatur · Certified Financial Planner
- Cole ClosserDecatur
- Justin W. DietrichDecatur
- Aaron K. EberhartDecatur
- Egan FranzenDecatur
- Roberto Guzman VidalDecatur · Chartered Financial Consultant
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