Gregory MankeyCRD Number: 4848080
Current Firm: Ipi Wealth Management, Inc.
Gregory Mankey (CRD# 4848080) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Fortville, IN and has over 15 years of experience in the finance industry. Gregory Mankey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Canterbury Investment Management, LLC
Bedel Financial Consulting Inc.
Bedel Financial Consulting Inc.
|Investment Planners, Inc.||Fortville, IN||Mar 2016 - Current||3|
|Ipi Wealth Management, Inc.||Fortville, IN||Mar 2016 - Current||3|
|Masthead Advisory Group||Mccordsville, IN||May 2010 - Current||9|
|Cfd Investments, Inc.||Kokomo, IN||May 2010 - Mar 2016||5|
|Creative Financial Designs, Inc.||Kokomo, IN||May 2010 - Mar 2016||5|
|Edward D. Jones & Company||St Louis, MO||Aug 2004 - May 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2004|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management1,181MILLIONS
Total Number of Accounts5,108ACCOUNTS
Average Account Value$231,291
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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