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
Jason Schwieder (CRD# 3042959) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Port Bryon, IL and has over 25 years of experience in the finance industry.
Charles Skemp (CRD# 1302321) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Dubuque, IA and has over 39 years of experience in the finance industry.
Gregory Smith (CRD# 1731327) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Naperville, IL and has over 36 years of experience in the finance industry.
Kevin Taylor (CRD# 5724858) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bowling Green, KY and has over 14 years of experience in the finance industry.
Galen Unruh (CRD# 4442083) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Topeka, KS and has over 20 years of experience in the finance industry.
David Volante (CRD# 1576112) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in South Lyon, MI and has over 37 years of experience in the finance industry.
Kathy Weaver (CRD# 1946472) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Alton, IL and has over 16 years of experience in the finance industry.
Scott Winters (CRD# 2825668) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Brentwood, TN and has over 27 years of experience in the finance industry.
Mary Yeager (CRD# 4586374) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 20 years of experience in the finance industry.