Unclaimed Profile

Allen Bayard Closser

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

SIE, Series 3, Series 7, Series 14, Series 24, Series 63, Series 66, Series 99TOCFPClean record13 years registeredKOSHINSKI 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. · 13 years registered

Brand Profile

Not yet started

Career History

IPI WEALTH MANAGEMENT, INC.

Feb 2018 – present

VERTICAL CAPITAL ASSET MANAGEMENT, LLC

Apr 2013 – Dec 2015

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 14

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · April 8, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

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

CRD 111872 · SEC 801-56878

AUM

$2.1B

Regulatory assets under management

Employees

10,573 client accounts

Services offered by KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

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

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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