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
Alwin Martinez Gonzalez (CRD# 4890434) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 17 years of experience in the finance industry.
Cory Neumiller (CRD# 2582835) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 29 years of experience in the finance industry.
Matthew Pladers (CRD# 7558127) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has 1 year of experience in the finance industry.
Jorge Rodriguez-Bonano (CRD# 3048471) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 2 years of experience in the finance industry.
Justin Schellenberg (CRD# 7261450) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 2 years of experience in the finance industry.
Kent Stegeman (CRD# 7376561) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Quincy, IL and has over 2 years of experience in the finance industry.
Matthew Stolz (CRD# 6986007) 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.
Philip Wegman (CRD# 7258822) 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.