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).
-
Total Assets Under Management2,147MILLION
-
Total Number of Accounts10,573ACCOUNTS
-
Average Account Value$203,109
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.