President · IPI Wealth Management, Inc.
Allen B. Closser
CRD 1101000 · Named on Form ADV at one SEC-registered adviser
At a glance
IPI Wealth Management, Inc., an SEC-registered wealth manager based in Decatur, IL with $2.7 billion in regulatory assets, lists Allen B. Closser on its Form ADV as President, a control person.
Firms and roles
- IPI Wealth Management, Inc.PresidentWealth manager · Decatur, IL · $2.7B in regulatory assets
AtlasMembers
Allen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michelle S. HancockChief Operations Officer, IPI Wealth Management, Inc.
- David P. KoshinskiCEO, IPI Wealth Management, Inc.
- Lori L. FuerstenbergChief Compliance Officer, IPI Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.