Ipi Wealth Management, Inc.

Ipi Wealth Management, Inc. (CRD# 111872) is a financial advisory firm headquartered in Decatur, IL. They manage $994,576,278 in 4,853 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    995
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Ipi Wealth Management, Inc.
Showing 1 - 10 of 86 top financial advisors.
1
David W. Ruths
CRD#: 4067433
100 E. Walton Street, Suite #40 D, Chicago, IL 60611
101
Wealthminder
score
David Ruths (CRD# 4067433) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Chicago, IL and has over 16 years of experience in the finance industry. David Ruths has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Kathy A. Weaver
CRD#: 1946472
233 E. Center Drive, alton, IL 62002
100
Wealthminder
score

Kathy Weaver (CRD# 1946472) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Alton, IL and has over 16 years of experience in the finance industry.

3
John D. Foley
CRD#: 1287148
226 W. Eldorado, Decatur, IL 62522
96
Wealthminder
score

John Foley (CRD# 1287148) 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. John Foley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Terrence M. Heafey
CRD#: 2753108
10710 W. 143rd Street, Suite 12, Orland Park, IL 60462
96
Wealthminder
score

Terrence Heafey (CRD# 2753108) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Orland Park, IL and has over 21 years of experience in the finance industry. Terrence Heafey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gregory A. Mankey
CRD#: 4848080
410 Poplar Street, Fortville, IN 46040
96
Wealthminder
score

Gregory Mankey (CRD# 4848080) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Fortville, IN and has over 13 years of experience in the finance industry. Gregory Mankey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Joseph L. Tomei
CRD#: 447898
223 N. Rt. #21, Suite #10, Gurnee, IL 60031
96
Wealthminder
score

Joseph Tomei (CRD# 447898) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Gurnee, IL and has over 26 years of experience in the finance industry.

7
James M. Clark
CRD#: 1471379
259 Indian Rocks Rd. N, Belleair Bluffs, FL 33770
93
Wealthminder
score

James Clark (CRD# 1471379) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Belleair Bluffs, FL and has over 21 years of experience in the finance industry.

8
Julie C. Cox
CRD#: 5253409
226 W. Eldorado, Decatur, IL 62522
93
Wealthminder
score

Julie Cox (CRD# 5253409) 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.

9
Sonya T. Doty
CRD#: 2372862
2963 Erie Canal Road, Terre Haute, IN 47802
93
Wealthminder
score

Sonya Doty (CRD# 2372862) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Terre Haute, IN and has over 22 years of experience in the finance industry.

10
Dale W. Edgecombe
CRD#: 735515
226 W. Eldorado, Decatur, IL 62522
93
Wealthminder
score

Dale Edgecombe (CRD# 735515) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 36 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.