Ipi Wealth Management, Inc.

Ipi Wealth Management, Inc. (CRD# 111872) is a financial advisory firm headquartered in Decatur, IL. They manage $1,181,434,698 in 5,108 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,181
    MILLION
  • Total Number of Accounts
    5,108
    ACCOUNTS
  • Average Account Value
    $231,291
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ipi Wealth Management, Inc.
Showing 1 - 10 of 56 top financial advisors.
1
Garrick G. Batley
CRD#: 6013179
Quincy, IL 62301

Garrick Batley (CRD# 6013179) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Quincy, IL and has over 7 years of experience in the finance industry.

2
Judith E. Belshe
CRD#: 1399264
Saint Louis, MO 63144

Judith Belshe (CRD# 1399264) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Saint Louis, MO and has over 34 years of experience in the finance industry.

3
Allen B. Closser
CRD#: 1101000
Decatur, IL 62522

Allen Closser (CRD# 1101000) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 36 years of experience in the finance industry.

4
William J. Conway
CRD#: 52874
Saint Louis, MO 63144

William Conway (CRD# 52874) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Saint Louis, MO and has 1 year of experience in the finance industry. William Conway 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.

5
Sean P. Craig
CRD#: 2699615
Bloomington, IL 61701

Sean Craig (CRD# 2699615) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bloomington, IL and has over 23 years of experience in the finance industry.

6
Jennifer S. Defries
CRD#: 2940637
Decatur, IL 62522

Jennifer Defries (CRD# 2940637) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 3 years of experience in the finance industry.

7
John W. Dickey
CRD#: 6737910
Decatur, IL 62522

John Dickey (CRD# 6737910) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 3 years of experience in the finance industry.

8
Michael J. Emerson
CRD#: 5611583
Peoria, IL 61604

Michael Emerson (CRD# 5611583) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Peoria, IL and has over 11 years of experience in the finance industry.

9
Darell R. Faust
CRD#: 1051785
Quincy, IL 62301

Darell Faust (CRD# 1051785) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Quincy, IL and has over 33 years of experience in the finance industry.

10
Lori L. Fuerstenberg
CRD#: 4023335
Decatur, IL 62522

Lori Fuerstenberg (CRD# 4023335) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 20 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.