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
Joshua Hoff (CRD# 5338971) 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.
Lora Hoff (CRD# 3175071) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 25 years of experience in the finance industry.
Joseph Hutmacher (CRD# 1071225) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Springfield, IL and has over 32 years of experience in the finance industry.
Bart Jones (CRD# 3072496) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Brentwood, TN and has over 25 years of experience in the finance industry.
David Koshinski (CRD# 1765543) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 32 years of experience in the finance industry.
Randall Lane (CRD# 5081237) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Savoy, IL and has over 18 years of experience in the finance industry.
Jennifer Larson (CRD# 5503766) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 15 years of experience in the finance industry.
John Lavery (CRD# 2659827) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Quincy, IL and has over 28 years of experience in the finance industry.
Joshua Lipson (CRD# 5703979) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 14 years of experience in the finance industry.
Christopher Mackenzie (CRD# 4164821) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Quincy, IL and has over 23 years of experience in the finance industry.