Firm Profile


 

Year Founded

1987 - Investment Planners, Inc. (Broker-Dealer) 

 

Clearing

Royal Bank of Canada (RBC) Clearing & Custody

 

Notable / Recent Recognitions

2015 - FT 300 Ranking: Financial Times
2015 - Top 150 RIA for Total Assets
2014 - FT 300 Ranking: Financial Times
 


Year Founded

1996 - IPI Wealth Management, Inc. (RIA) 

 

Custody

Charles Schwab Institutional
TD Ameritrade Institutional

 

Notable / Recent Recognitions

2013 - Top 50 Fastest Growing Firms: Financial Professional 
2009 - Leading RIA Firm - Total Assets: Financial Professional 
2008 - Top 10 Fastest Growing Firms: Financial Professional

 

 


Memberships and Affiliations

FINRA, SIPC, MSRB

Securities licensed in 51 states and territories

 


Home Office

226 W. Eldorado Street
Decatur, Illinois 62522


(217) 425-6340 Main Phone
(217 425-9581 Fax

 

© Member FINRA/ SIPC
Reg BI Disclosure | IPI Form CRS | IPIWM Form CRS | Privacy Policy | Best Execution | Business Continuity
Check the background of this firm on FINRA's BrokerCheck
 
Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
 
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.
 

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