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Christine Rondeau

Ipi Wealth Management, INC.
22 Years of Experience
Neenah, WI
BrokerSells Insurance
View SEC Summary
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Christine Rondeau is a registered investment advisor at Ipi Wealth Management, INC., based in Neenah, WI, with 22 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,260 clients with $2.7B in assets under management.

Ipi Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
13,260 clients
Average Client Portfolio
$200K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees are negotiable on a case-by-case basis. Other program fees or third-party managers may have separate schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

124 W. Wisconsin Ave, Neenah, WI, 54956

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christine is the President and Treasurer of SRS Holdings, and 100% owner. She also sells life insurance and long-term care products, dedicating minimal time to this activity. Christine is also involved in creative writing for a TV sitcom and is the elected President of Neenah's Business Improvement District board.

Employment History
Current Registrations
Ipi Wealth Management, INC.
June 2006 - Present · 20 yrs 4 mos
Investment Planners, INC.Broker
May 2006 - Present · 20 yrs 5 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
April 2003 - March 2006 · 2 yrs 11 mos
State Registrations13 states
CAFLGAIAIDMIMNMONVOHORTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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