Unclaimed Profile

Allen Bayard Closser

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.·DECATUR, Illinois

Clean recordKOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

226 W. ELDORADO, DECATUR, IL 62522CRD# 1101000Firm CRD# 111872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allen Bayard Closser · DECATUR, IL

Registration

CRD #1101000 · KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allen Bayard Closser is a registered financial advisor based in DECATUR, Illinois, affiliated with KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

IPI WEALTH MANAGEMENT, INC.

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1101000

Firm CRD# 111872

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allen Bayard Closser offer?

Allen Bayard Closser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DECATUR, Illinois for a consultation.

What are Allen Bayard Closser's credentials?

Allen Bayard Closser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allen Bayard Closser located?

Allen Bayard Closser is based in DECATUR, Illinois, working with KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.. Their office serves clients in the DECATUR metropolitan area and surrounding communities.

How does Allen Bayard Closser charge for services?

Allen Bayard Closser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.?

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. has approximately 78 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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