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).

By the Numbers
  • Total Assets Under Management
    1,884
    MILLION
  • Total Number of Accounts
    8,258
    ACCOUNTS
  • Average Account Value
    $228,120
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
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, 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 80 top financial advisors.
1
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 8 years of experience in the finance industry.

2
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 3 years of experience in the finance industry.

3
Michael M. Balch
CRD#: 1242048
Wilmette, IL

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.

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 17 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 10 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 36 years of experience in the finance industry.

7
Paul R. Brown
CRD#: 6569754
Liberty Lake, WA

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.

8
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 39 years of experience in the finance industry.

9
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 26 years of experience in the finance industry.

10
Jennifer Defries
CRD#: 2940637
207 W Jefferson St., Ste 101, Bloomington, IL 61701

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.

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