David Pequet has been Chief Executive Officer of MPI Wealth Management since December 2018, is a control person of the firm and directly owns under 5% of it. David Pequet holds an Engineering degree from Michigan State University.
Mpi Wealth Management LLC is a Hinsdale, IL firm with $234M under management, 153 clients and 3 advisers across 2 offices, as of its May 2026 filing.
David Pequet is CEO & President, Sr. Portfolio Manager of MPI Wealth Management. He founded the firm in 1986. MPI manages fixed income, equity and balanced portfolios for high net worth and institutional clients throughout the United States. Before starting MPI, he specialized in fixed income sales at several Wall Street securities firms including Prudential-Bache and Mosley Securities.
David Pequet’s longest registration was 24 years at Mpi Investment Management Inc (1998–2022). Before joining MPI Wealth Management in 2019, David Pequet was registered through Mpi Investment Management Inc.
- Mpi Wealth Management LLCCurrent– present · 7 yearsHinsdale, IL · Adviser representative · Firm CRD 301011
- Mpi Investment Management Inc– · 24 yearsHinsdale, IL · Adviser representative · Firm CRD 105181
Investment adviser representative registrations
David Pequet is registered as an investment adviser representative in Illinois, since August 2019.
- IllinoisSince 22 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 26 January 1990 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 January 1990 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 3 August 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 1981 |
| Series 7 | General Securities Representative Examination | 20 December 1975 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Wayne Pequet
- CRD
- 816955
- Firm
- MPI Wealth Management · CRD 301011
- Role
- Chief Executive Officer
- Office
- 15 SALT CREEK LANE, SUITE 404, Hinsdale, IL 60521-2965
- Registration
- Investment adviser registration
- In the industry since
- January 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mpiwealthmanagement.com
Where does David Pequet work?
David Pequet has been Chief Executive Officer of Mpi Wealth Management LLC since December 2018, and is a control person of the firm.
Is David Pequet a financial advisor?
Yes. David Pequet has a current investment-adviser registration in Illinois, through MPI Wealth Management since August 2019.
How many years of experience does David Pequet have?
David Pequet has 42 years in the financial industry, since January 1984, across 2 adviser firms.
What exams has David Pequet passed?
David Pequet has passed 5 licensing exams: the Series 7, Series 63, Series 8, Series 65 and Series 24. The earliest, the Series 7, was passed in December 1975.
Where is David Pequet based?
David Pequet’s registered office is in Hinsdale, IL.
Is David Pequet registered with FINRA?
No. David Pequet has no current broker registration.
How can I verify David Pequet’s record?
Search CRD 816955 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Pequet’s full registration record.
- Gery SadzewiczChief Compliance Officer
Matthew PequetManaging Member