Unclaimed Profile

Lori Lea Fuerstenberg

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

SIE, Series 7, Series 14, Series 24, Series 28, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record21 years registeredKOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

226 W. ELDORADO, DECATUR, IL 62522CRD# 4023335Firm CRD# 111872

Profile Verification

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

Identity

Lori Lea Fuerstenberg · DECATUR, IL

Registration

CRD #4023335 · KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

IPI WEALTH MANAGEMENT, INC.

Nov 2018 – present

FREEDOM INVESTORS CORP.

Feb 2013 – Nov 2018

BROOKFIELD, WI

KCD FINANCIAL, INC.

Mar 2011 – Nov 2018

Green Bay, WI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2009 – Jun 2010

GREEN BAY, WI

RBC CAPITAL MARKETS CORPORATION

Mar 2005 – Mar 2008

EDINA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 28

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · March 22, 2005

Years registered · 21

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 Lori Lea Fuerstenberg offer?

Lori Lea Fuerstenberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DECATUR, Illinois for a consultation.

What are Lori Lea Fuerstenberg's credentials?

Lori Lea Fuerstenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Lea Fuerstenberg located?

Lori Lea Fuerstenberg 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 Lori Lea Fuerstenberg charge for services?

Lori Lea Fuerstenberg'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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