Galen Unruh, financial advisor Topeka KS
93 score

Galen Unruh

CRD Number: 4442083
Current Firm: Ipi Wealth Management, Inc.

Galen Unruh (CRD# 4442083) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Topeka, KS and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Planners Inc. Decatur, IL Jan 2007 - Current 9
Ipi Wealth Management, Inc. Topeka, IL May 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Galen K. Unruh
Phone Number: 217-425-6340
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    995
    MILLIONS
  • Total Number of Accounts
    4,853
    ACCOUNTS
  • Average Account Value
    $204,941
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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