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 Times2015 - Top 150 RIA for Total Assets
2014 - FT 300 Ranking: Financial Times
Year Founded
1996 - IPI Wealth Management, Inc. (RIA)
Custody
Charles Schwab InstitutionalTD Ameritrade Institutional
Notable / Recent Recognitions
2013 - Top 50 Fastest Growing Firms: Financial Professional2009 - 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