Ipi Wealth Management, Inc.

Ipi Wealth Management, Inc. (CRD# 111872) is a financial advisory firm headquartered in Decatur, IL. They manage $1,102,065,258 in 7,241 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,102
    MILLION
  • Total Number of Accounts
    7,241
    ACCOUNTS
  • Average Account Value
    $152,198
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
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, PR, 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 26 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
Lora J. Hoff
CRD#: 3175071
226 W. Eldorado, Decatur, IL 62522
96
Wealthminder
score

Lora Hoff (CRD# 3175071) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 19 years of experience in the finance industry. Lora Hoff 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
Jennifer K. Larson
CRD#: 5503766
226 W. Eldorado, Decatur, IL 62522
96
Wealthminder
score

Jennifer Larson (CRD# 5503766) 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. Jennifer Larson 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
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.

7
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.

8
Michael M. Balch
CRD#: 1242048
Wilmette, IL
93
Wealthminder
score

Michael Balch (CRD# 1242048) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Wilmette, IL and has over 34 years of experience in the finance industry.

9
Allen B. Closser
CRD#: 1101000
226 W. Eldorado, Decatur, IL 62522
93
Wealthminder
score

Allen Closser (CRD# 1101000) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 35 years of experience in the finance industry.

10
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.

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