Ipi Wealth Management, Inc.
Ipi Wealth Management, Inc. (CRD# 111872) is a financial advisory firm headquartered in Decatur, IL. They manage $1,883,812,694 in 8,258 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management1,884MILLION
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Total Number of Accounts8,258ACCOUNTS
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Average Account Value$228,120
- 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
Chad Altadonna (CRD# 6241596) 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.
Teanna Anderson (CRD# 6628382) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 3 years of experience in the finance industry.
Michael Balch (CRD# 1242048) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Wilmette, IL and has over 38 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 17 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 10 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 36 years of experience in the finance industry.
Paul Brown (CRD# 6569754) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Liberty Lake, WA and has over 6 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 39 years of experience in the finance industry.
Sean Craig (CRD# 2699615) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bloomington, IL and has over 26 years of experience in the finance industry.
Jennifer Defries (CRD# 2940637) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bloomington, IL and has over 5 years of experience in the finance industry.