Ipi Wealth Management, Inc.
Ipi Wealth Management, Inc. (CRD# 111872) is a financial advisory firm headquartered in Decatur, IL. They manage $1,776,787,196 in 9,785 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management1,777MILLION
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Total Number of Accounts9,785ACCOUNTS
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Average Account Value$181,583
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Jose Acosta Jordan (CRD# 1688356) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in San Juan, PR and has over 35 years of experience in the finance industry.
Chad Altadonna (CRD# 6241596) 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.
Teanna Anderson (CRD# 6628382) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 5 years of experience in the finance industry.
Gregory Barson (CRD# 4874815) 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.
Garrick Batley (CRD# 6013179) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Quincy, IL and has over 11 years of experience in the finance industry.
Judith Belshe (CRD# 1399264) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Saint Louis, MO and has over 38 years of experience in the finance industry.
Mark Berndt (CRD# 5416781) 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.
Paul Brown (CRD# 6569754) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 8 years of experience in the finance industry.
Allen Closser (CRD# 1101000) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 40 years of experience in the finance industry. Allen Closser 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.
Sean Craig (CRD# 2699615) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bloomington, IL and has over 27 years of experience in the finance industry.