Unclaimed Profile

Mary Jane Yeager

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

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record18 years registeredKOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

226 W. ELDORADO, DECATUR, IL 62522CRD# 4586374Firm CRD# 111872

Profile Verification

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

Identity

Mary Jane Yeager · DECATUR, IL

Registration

CRD #4586374 · KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. · 18 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.

IPI WEALTH MANAGEMENT, INC.

Dec 2007 – Feb 2026

DECATUR, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

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 Mary Jane Yeager offer?

Mary Jane Yeager specializes in Financial Planning, Investment Management, Wealth Management.

What are Mary Jane Yeager's credentials?

Mary Jane Yeager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Jane Yeager located?

Mary Jane Yeager is based in DECATUR, Illinois, last registered with KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC..

How does Mary Jane Yeager charge for services?

Mary Jane Yeager'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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