Ipi Wealth Management, Inc.

Ipi Wealth Management, Inc. (CRD# 111872) is a financial advisory firm headquartered in Decatur, IL. They manage $2,147,470,454 in 10,573 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,147
    MILLION
  • Total Number of Accounts
    10,573
    ACCOUNTS
  • Average Account Value
    $203,109
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
  • 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 31 - 40 of 78 top financial advisors.
31
Linda E. Mankey
CRD#: 5810700
410 Poplar Street, Fortville, IN 46040

Linda Mankey (CRD# 5810700) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Fortville, IN and has over 6 years of experience in the finance industry.

32
Gregory J. McGinn
CRD#: 1462817
226 W. Eldorado, Decatur, IL 62522

Gregory McGinn (CRD# 1462817) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 38 years of experience in the finance industry.

33
Elizabeth A. Meier
CRD#: 2176968
1750 South Brentwood Blvd., Suite 500, Saint Louis, MO 63144

Elizabeth Meier (CRD# 2176968) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Saint Louis, MO and has over 32 years of experience in the finance industry.

34
Terry W. Miller
CRD#: 2859939
3090 N Main St., Suite C, Decatur, IL 62526

Terry Miller (CRD# 2859939) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has 1 year of experience in the finance industry.

35
James W. Minton
CRD#: 2240878
952 E. Eldorado, Suite #201, Decatur, IL 62521

James Minton (CRD# 2240878) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 31 years of experience in the finance industry.

36
Craig W. Moncey
CRD#: 3176383
226 W. Eldorado, Decatur, IL 62522

Craig Moncey (CRD# 3176383) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 25 years of experience in the finance industry.

37
John P. Murphy
CRD#: 2829209
101 N. Central Street, Casey, IL 62420

John Murphy (CRD# 2829209) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Casey, IL and has over 27 years of experience in the finance industry.

38
Barbara A. Mutsaers
CRD#: 2339094
Zagarolo,

Barbara Mutsaers (CRD# 2339094) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Zagarolo, and has over 30 years of experience in the finance industry.

39
Joe D. Myers
CRD#: 1867342
Surprise, AZ

Joe Myers (CRD# 1867342) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Surprise, AZ and has over 35 years of experience in the finance industry.

40
Michael W. Newton
CRD#: 2185103
115 W. Madison Street, Franklin, KY 42134

Michael Newton (CRD# 2185103) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Franklin, KY and has over 32 years of experience in the finance industry.

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