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 21 - 30 of 78 top financial advisors.
21
Joshua C. Hoff
CRD#: 5338971
226 W. Eldorado, Decatur, IL 62522

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.

22
Lora J. Hoff
CRD#: 3175071
226 W. Eldorado, Decatur, IL 62522

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.

23
Joseph L. Hutmacher
CRD#: 1071225
117 Glasgow Dr., Springfield, IL 62702

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.

24
Bart W. Jones
CRD#: 3072496
2 Maryland Farms, Suite #129, Brentwood, TN 37027

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.

25
David P. Koshinski
CRD#: 1765543
226 W. Eldorado, Decatur, IL 62522

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.

26
Randall S. Lane
CRD#: 5081237
Savoy, IL

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.

27
Jennifer K. Larson
CRD#: 5503766
226 W. Eldorado, Decatur, IL 62522

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.

28
John M. Lavery
CRD#: 2659827
420 Maine Street, Quincy, IL 62301

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.

29
Joshua S. Lipson
CRD#: 5703979
226 W. Eldorado, Decatur, IL 62522

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.

30
Christopher P. Mackenzie
CRD#: 4164821
420 Maine Street, Quincy, IL 62301

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.

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