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).

By the Numbers
  • Total Assets Under Management
    2,147
    MILLION
  • Total Number of Accounts
    10,573
    ACCOUNTS
  • Average Account Value
    $203,109
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
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, MT, NC, NE, NH, NJ, NM, NV, 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 11 - 20 of 78 top financial advisors.
11
Jennifer Defries
CRD#: 2940637
207 W Jefferson St., Ste 101, Bloomington, IL 61701

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.

12
Andrew L. Dejong
CRD#: 4738762
5450 W Sahara Ave., Suite 350, Las Vegas, NV 89146

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.

13
Lori L. Fuerstenberg
CRD#: 4023335
226 W. Eldorado, Decatur, IL 62522

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.

14
Alan Fulk
CRD#: 4234585
226 W. Eldorado, Decatur, IL 62522

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.

15
Roberto Guzman Vidal
CRD#: 5660932
226 W. Eldorado, Decatur, IL 62522

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.

16
James E. Hamilton
CRD#: 4483149
226 W. Eldorado, Decatur, IL 62522

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.

17
Michelle S. Hancock
CRD#: 4934512
226 W. Eldorado, Decatur, IL 62522

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.

18
Eddie D. Hart
CRD#: 1304298
226 W. Eldorado, Decatur, IL 62522

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.

19
John M. Hart
CRD#: 5380689
226 W. Eldorado, Decatur, IL 62522

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.

20
Monte R. Hazelbaker
CRD#: 1110951
Cincinnati, OH

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.

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