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Christine R

Series 66

Neenah, WI

IPI Wealth Management, Inc.

Christine Rondeau is a financial advisor with IPI Wealth Management, Inc. in Neenah, WI, holding a Series 66 designation and 22 years of industry experience. She has been associated with IPI Wealth Management and Investment Planners, Inc. since 2006 and is the president and treasurer of SRS Holdings, Inc. Additionally, she engages in creative writing through Phat Pants, LLC, and serves as the elected president of Neenah's Business Improvement District board. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent model for operational functions such as trade execution and performance reporting.

ESG / Sustainable investing Retirement income strategy
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