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Karen Rae Reynolds

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.·DECATUR, Illinois
Unclaimed Profile
226 W. ELDORADO, DECATUR, IL 62522CRD# 4445349Firm CRD# 111872
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About

Karen Rae Reynolds 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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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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
78
Total firm employees
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# 4445349
Firm CRD# 111872
No disclosures on file
View on FINRA BrokerCheck →

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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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