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
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 24 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.

3
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 20 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.

4
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 12 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.

5
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 25 years of experience in the finance industry.

6
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 20 years of experience in the finance industry.

7
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 9 years of experience in the finance industry.

8
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 21 years of experience in the finance industry.

9
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 35 years of experience in the finance industry.

10
Alan Fulk
CRD#: 4234585
Stonington, IL
93
Wealthminder
score

Alan Fulk (CRD# 4234585) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Stonington, IL and has over 16 years of experience in the finance industry.

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