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).
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Total Assets Under Management2,147MILLION
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Total Number of Accounts10,573ACCOUNTS
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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
Timothy Nobles (CRD# 3261124) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Sibley, IA and has over 24 years of experience in the finance industry.
Eric Ortiz-Berrios (CRD# 4493967) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 9 years of experience in the finance industry.
Garvis Owens (CRD# 6625627) 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.
Jerald Peabody (CRD# 3009776) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Macomb, IL and has over 26 years of experience in the finance industry.
Julie-anne Pickett (CRD# 5385659) 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.
Nathan Rewerts (CRD# 2913269) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 26 years of experience in the finance industry.
Karen Reynolds (CRD# 4445349) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 22 years of experience in the finance industry.
Adin Rodriguez (CRD# 4149530) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 23 years of experience in the finance industry.
Christine Rondeau (CRD# 2805740) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Neenah, WI and has over 17 years of experience in the finance industry.
Jesse Rupp (CRD# 6815892) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 6 years of experience in the finance industry.