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 41 - 50 of 78 top financial advisors.
41
Timothy A. Nobles
CRD#: 3261124
Sibley, IA

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.

42
Eric G. Ortiz-Berrios
CRD#: 4493967
226 W. Eldorado, Decatur, IL 62522

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.

43
Garvis K. Owens
CRD#: 6625627
226 W. Eldorado, Decatur, IL 62522

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.

44
Jerald D. Peabody
CRD#: 3009776
121 N. Mcarthur Rd., Macomb, IL 61455

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.

45
Julie-anne Pickett
CRD#: 5385659
226 W. Eldorado, Decatur, IL 62522

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.

46
Nathan L. Rewerts
CRD#: 2913269
226 W. Eldorado, Decatur, IL 62522

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.

47
Karen R. Reynolds
CRD#: 4445349
226 W. Eldorado, Decatur, IL 62522

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.

48
Adin Rodriguez
CRD#: 4149530
226 W. Eldorado, Decatur, IL 62522

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.

49
Christine A. Rondeau
CRD#: 2805740
124 W. Wisconsin Ave, Neenah, WI 54956

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.

50
Jesse D. Rupp
CRD#: 6815892
3090 N Main St Suite C, Decatur, IL 62526

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.

PREV ... 1 2 3 4 5 6 7 8 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.