# EDGAR Filing Document

**Accession Number:** 0000789995
**File Stem:** 0000789995-26-000001
**Filing Date:** 2026-3
**Character Count:** 2794
**Document Hash:** 8cc8d920ea5214fff05eb79045afe8b6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000789995-26-000001.hdr.sgml**: 20260302

**ACCESSION NUMBER**: 0000789995-26-000001

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260302

**DATE AS OF CHANGE**: 20260302

**EFFECTIVENESS DATE**: 20260302

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INVESTMENT PLANNERS, INC.
- **CENTRAL INDEX KEY:** 0000789995

**ORGANIZATION NAME:**
- **EIN:** 371202099
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-35642
- **FILM NUMBER:** 26706278

**BUSINESS ADDRESS:**
- **STREET 1:** 226 W. ELDORADO STREET
- **CITY:** DECATUR
- **STATE:** IL
- **ZIP:** 62522
- **BUSINESS PHONE:** (217) 425-6340

**MAIL ADDRESS:**
- **STREET 1:** P.O. BOX 170
- **CITY:** DECATUR
- **STATE:** IL
- **ZIP:** 62525-0170

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PAL STAR MANAGEMENT CORP /IL/                           /BD
- **DATE OF NAME CHANGE:** 19970408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PAL STAR MANAGEMENT CORP                                /BD
- **DATE OF NAME CHANGE:** 19950314

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INVESTMENT PLANNERS INC                                 /BD
- **DATE OF NAME CHANGE:** 19860227

### Attached PDF Documents

**Attachment 1:** `ipibs2.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000789995

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** INVESTMENT PLANNERS, INC.

**Business Address:** 226 W. ELDORADO STREET, DECATUR, IL, 62522

**Contact Person:** GARY CUCCIA

**Contact Phone:** 732-713-9607

### Independent Public Accountant Identification

**Accountant Name:** HOLT & PATTERSON, LLC

**Accountant Address:** 260 CHESTERFIELD INDUSTERIAL BLVD, CHESTERFIELD, MO, 63005

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **LORI FUERSTENBERG**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **INVESTMENT PLANNERS, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** LORI FUERSTENBERG

**Title:** CHIEF COMPLIANCE OFFICER

**Notarized:** Yes