Ipi Wealth Management, Inc.
Ipi Wealth Management, Inc. (CRD# 111872) is a financial advisory firm headquartered in Decatur, IL. They manage $2,147,470,454 in 10,573 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management2,147MILLION
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Total Number of Accounts10,573ACCOUNTS
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Average Account Value$203,109
- 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, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Jennifer Defries (CRD# 2940637) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bloomington, IL and has over 7 years of experience in the finance industry.
Andrew Dejong (CRD# 4738762) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Las Vegas, NV and has over 20 years of experience in the finance industry.
Lori Fuerstenberg (CRD# 4023335) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 24 years of experience in the finance industry.
Alan Fulk (CRD# 4234585) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 23 years of experience in the finance industry.
Roberto Guzman Vidal (CRD# 5660932) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 10 years of experience in the finance industry.
James Hamilton (CRD# 4483149) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has 1 year of experience in the finance industry.
Michelle Hancock (CRD# 4934512) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 18 years of experience in the finance industry.
Eddie Hart (CRD# 1304298) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 39 years of experience in the finance industry.
John Hart (CRD# 5380689) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 16 years of experience in the finance industry.
Monte Hazelbaker (CRD# 1110951) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry.