Investment Planners, Inc. -- Ipi Wealth Management, Inc.
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- When David P. Koshinski, President of Investment Planners, laid out his vision more than 20 years ago, he planned to grow IPI using Integrity, Performance and Innovation.As IPI references Integrity, Performance and Innovation, Mr. Koshinski states that this foundation Is more than just a name It is how we do business.IPI has Advisors in 26 states and IPI Wealth Management, the RIA was named one of the Top 10 Fastest Growing Firms by Financial Advisory Magazine in 2008. The growth of Investment Planners has not happened by chance. History has shown that Advisors from across the country have joined IPI to become a part of the innovation that has branded IPI as a pioneer in the financial industry.At IPI, we welcome a challenge. We strive each day to raise our levels of service, and we embrace new goals while creating avenues to service a community of diverse and sophisticated Advisors.In addition, IPI realizes that Innovation alone is not enough to guarantee Performance. Our superior customer service, tools to assist growth and business development, practice management instruction, and products and services focused around a philosophy of Strategic Lifestyle and Wealth Management have created partnerships and referrals that continue to generate growth and national recognition. Our Advisors are the best in the industry. Together we are family creating a partnership that is increasingly awarded the title of being one of the best that is how we do business.
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Headquarters:226 West Eldorado , Decatur, Illinois, United States
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Phone Number: +1 217-425-6340
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Website: https://www.investment-planners.com
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Employees:69
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Revenue:$10 - 50M
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Legal Name:Investment Planners, Inc. -- Ipi Wealth Management, Inc.
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Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Investment Planners, Inc. -- Ipi Wealth Management, Inc.
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Where are Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s Headquarters?
Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s Headquarters are in 226 West Eldorado ,Decatur,Illinois,United States
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What is Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s phone number?
Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s phone number is +1 217-425-6340
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What is Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s official website?
Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s official website is https://www.investment-planners.com
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What is Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s Revenue?
Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s revenue is $10 - 50M
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What is Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s NAICS code?
Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s NAICS code is 523110
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How many employees are working in Investment Planners, Inc. -- Ipi Wealth Management, Inc.
Investment Planners, Inc. -- Ipi Wealth Management, Inc. has 69 employees
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What is Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s Industry?
Investment Planners, Inc. -- Ipi Wealth Management, Inc. is in the industry of Financial Services
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Who is Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s President At Money Trends?
Investment Planners, Inc. -- Ipi Wealth Management, Inc.'s President At Money Trends is Steve Pruiett