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
Jerry Yockey (CRD# 2275235) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Shelbyville, IL and has over 31 years of experience in the finance industry.
Chris Hammann (CRD# 2296480) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Carlinville, IL and has over 31 years of experience in the finance industry.
Charles Brown (CRD# 1605521) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Kennett, MO and has over 37 years of experience in the finance industry.
Kellyn Brown (CRD# 7749834) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Whitefish, MT and has 1 year of experience in the finance industry.
Justin Dietrich (CRD# 7300330) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 3 years of experience in the finance industry.
Aaron Eberhart (CRD# 6999644) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 4 years of experience in the finance industry.
Nathan Hoebing (CRD# 7267772) 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 Huber (CRD# 7265226) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Quincy, IL and has over 3 years of experience in the finance industry.
Staci Leitzinger (CRD# 6098915) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Eric Lewis (CRD# 5096258) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 18 years of experience in the finance industry.