The Securities and Exchange Commission, in Rule 11Ac-1-6, requires Investment Planners, Inc. to publicly report each quarter on its routing of non-directed orders in securities.
RBC Clearing & Custody (RBC CCS), a division of RBC Capital Markets Corporation — To read on online summary of Investment Planners, Inc. execution data for accounts held at RBC Clearing & Custody, click here.
Also, Investment Planners, Inc. must disclose information each quarter relating to execution practices, including:
Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340.
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