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David Paul Koshinski

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.·DECATUR, Illinois
Unclaimed Profile
226 W. ELDORADO, DECATUR, IL 62522CRD# 1765543Firm CRD# 111872
01

About

David Paul Koshinski 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
IPI WEALTH MANAGEMENT, INC.
AUM
$2.1B
Regulatory assets under management
Employees
78
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1765543
Firm CRD# 111872
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Paul Koshinski offer?
David Paul Koshinski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DECATUR, Illinois for a consultation.
What are David Paul Koshinski's credentials?
David Paul Koshinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Paul Koshinski located?
David Paul Koshinski 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 David Paul Koshinski charge for services?
David Paul Koshinski'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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Other advisors in DECATUR
Timothy Patrick Highland — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.Karen Rae Reynolds — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.Renee Elaine Emrick — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.Benjamin Edward Bramer — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.Allen Bayard Closser — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
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