Unclaimed Profile

Karen Rae Reynolds

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

SIE, Series 4, Series 7, Series 24, Series 66, Series 99TOClean record18 years registeredKOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

226 W. ELDORADO, DECATUR, IL 62522CRD# 4445349Firm CRD# 111872

Profile Verification

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

Identity

Karen Rae Reynolds · DECATUR, IL

Registration

CRD #4445349 · KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. · 18 years registered

Brand Profile

Not yet started

Career History

IPI WEALTH MANAGEMENT, INC.

Oct 2024 – present

INVESTMENT PLANNERS, INC.

Sep 2024 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2024 – Sep 2024

Bowling Green, KY

IPI WEALTH MANAGEMENT, INC.

Dec 2007 – Jul 2024

BOWLING GREEN, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · December 6, 2007

Years registered · 18

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 Karen Rae Reynolds offer?

Karen Rae Reynolds specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DECATUR, Illinois for a consultation.

What are Karen Rae Reynolds's credentials?

Karen Rae Reynolds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Rae Reynolds located?

Karen Rae Reynolds 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 Karen Rae Reynolds charge for services?

Karen Rae Reynolds'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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