Unclaimed Profile

Benjamin Edward Bramer

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

SIE, Series 7, Series 14, Series 24, Series 63, Series 66Clean record17 years registeredKOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

226 W. ELDORADO, DECATUR, IL 62522CRD# 3222029Firm CRD# 111872

Profile Verification

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

Identity

Benjamin Edward Bramer · DECATUR, IL

Registration

CRD #3222029 · KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

BMO NESBITT BURNS SECURITIES LTD.

Aug 2021 – Sep 2021

Chicago, IL

BMO HARRIS FINANCIAL ADVISORS, INC

Dec 2014 – Aug 2021

CHICAGO, IL

IPI WEALTH MANAGEMENT, INC.

Feb 2009 – Dec 2012

DECATUR, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 66

Registration record

First registered · February 23, 2009

Years registered · 17

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 Benjamin Edward Bramer offer?

Benjamin Edward Bramer specializes in Financial Planning, Investment Management, Wealth Management.

What are Benjamin Edward Bramer's credentials?

Benjamin Edward Bramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Edward Bramer located?

Benjamin Edward Bramer is based in DECATUR, Illinois, last registered with KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC..

How does Benjamin Edward Bramer charge for services?

Benjamin Edward Bramer'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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