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).

By the Numbers
  • Total Assets Under Management
    1,777
    MILLION
  • Total Number of Accounts
    9,785
    ACCOUNTS
  • Average Account Value
    $181,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, MT, NC, NE, NH, NJ, NM, NV, 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 78 top financial advisors.
1
Jose I. Acosta Jordan
CRD#: 1688356
The City Towers, 252 Ponce De Leon Ave Suite 1001, San Juan, PR 00918

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.

2
Chad C. Altadonna
CRD#: 6241596
226 W. Eldorado, Decatur, IL 62522

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.

3
Teanna L. Anderson
CRD#: 6628382
226 W. Eldorado, Decatur, IL 62522

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.

4
Gregory C. Barson
CRD#: 4874815
226 W. Eldorado, Decatur, IL 62522

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.

5
Garrick G. Batley
CRD#: 6013179
420 Maine St., Quincy, IL 62301

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.

6
Judith E. Belshe
CRD#: 1399264
1750 S. Brentwood Blvd, Suite 500, Saint Louis, MO 63144

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.

7
Mark D. Berndt
CRD#: 5416781
226 W. Eldorado, Decatur, IL 62522

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.

8
Paul R. Brown
CRD#: 6569754
226 W. Eldorado, Decatur, IL 62522

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.

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

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.

10
Sean P. Craig
CRD#: 2699615
207 W. Jefferson Street #101, Bloomington, IL 61701

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.

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