Galen UnruhCRD 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 14 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Legacy Financial Strategies, LLC
Waddell & Reed
|Investment Planners Inc.||Decatur, IL||Jan 2007 - Current||11|
|Ipi Wealth Management, Inc.||Topeka, IL||May 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2003|
|S65||NASAA Investment Advisors Law Examination||Jun 2005|
Total Assets Under Management1,102MILLIONS
Total Number of Accounts7,241ACCOUNTS
Average Account Value$152,198
- 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, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV