Financial ADVSR advisor directory · SEC adviser records
Ipi Wealth Management, Inc. financial advisors in Decatur, IL
Every SEC-registered investment adviser representative at a Ipi Wealth Management, Inc. office in Decatur, A to Z.
29 registered advisors work at Ipi Wealth Management, Inc. in Decatur, out of 62 at the firm nationwide; it ranks number 1 in the city by advisors. 4 list the CFP designation and 26 are also registered broker representatives.
Ipi Wealth Management, Inc. advisors in Decatur, A to Z
Every Ipi Wealth Management, Inc. advisor →- Tanner A. BartlowAlso a broker rep
- Mark D. BerndtAlso a broker rep
- Allen B. ClosserCertified Financial Planner · Also a broker rep
- Cole ClosserAlso a broker rep
- Justin W. DietrichAlso a broker rep
- Aaron K. EberhartAlso a broker rep
- Egan FranzenInvestment adviser rep
- Roberto Guzman VidalChartered Financial Consultant · Also a broker rep
- Michelle S. HancockAlso a broker rep
- Eddie D. HartAlso a broker rep
- John M. HartAlso a broker rep
- Nathan J. HoebingAlso a broker rep
- David P. KoshinskiAlso a broker rep
- Jeffrey M. KuchinskyCertified Financial Planner · Also a broker rep
- Jennifer K. LarsonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Calvin LaveryInvestment adviser rep
- Eric M. LewisAlso a broker rep
- Gregory J. McGinnAlso a broker rep
- James W. Minton Sr.Also a broker rep
- Sinne MutsaersAlso a broker rep
- Eric G. Ortiz-BerriosAlso a broker rep
- Julie-Anne PickettAlso a broker rep
- Matthew T. PladersAlso a broker rep
- Nathan L. RewertsAlso a broker rep
- Jorge M. Rodriguez-BonanoAlso a broker rep
- Jesse D. RuppAlso a broker rep
- Charles J. SkempInvestment adviser rep
- Carlos Joel Surillo GonzalezAlso a broker rep
- Kevin D. TaylorCertified Financial Planner · Also a broker rep
Ipi Wealth Management, Inc. advisors in every city and state →Ipi Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ipi Wealth Management, Inc. advisors in other cities
Quincy, IL 6Brentwood, TN 3Bloomington, IL 2Shelbyville, IL 2Bowling Green, KY 1Carlinville, IL 1Casey, IL 1Cincinnati, OH 1Dubuque, IA 1Dubuque,, IA 1Kennett, MO 1Las Vegas, NV 1Moline, IL 1Naperville, IL 1Neenah, WI 1
Other firms in Decatur
All Decatur advisors →Stifel, Nicolaus & Company, Incorporated 11Raymond James & Associates, Inc. 7LPL Financial LLC 6Edward Jones 5State Farm Investment Management Corp. 4Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Ipi Wealth Management, Inc. have in Decatur?
29 investment adviser representatives are registered at Ipi Wealth Management, Inc. offices in Decatur, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 62 nationwide. 4 list the CFP designation and 26 are also registered as broker representatives.
Is Ipi Wealth Management, Inc. one of the largest advisor employers in Decatur?
Ipi Wealth Management, Inc. ranks number 1 in Decatur by registered advisors, ahead of Stifel, Nicolaus & Company, Incorporated (11).
How do I check a Ipi Wealth Management, Inc. advisor in Decatur?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ipi Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.