Unclaimed Profile

Timothy Patrick Highland

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

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 66Clean record21 years registeredKOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

226 W. ELDORADO, DECATUR, IL 62522CRD# 2007660Firm CRD# 111872

Profile Verification

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

Identity

Timothy Patrick Highland · DECATUR, IL

Registration

CRD #2007660 · KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. · 21 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.

CONCORDE ASSET MANAGEMENT, LLC

Dec 2017 – Dec 2017

Lemont, IL

IPI WEALTH MANAGEMENT, INC.

May 2009 – Jan 2016

LEMONT, IL

RUSSELL INVESTMENTS

Jun 2007 – Apr 2009

LAKE VILLA, IL

RUSSELL INVESTMENT GROUP

Jul 2005 – Jun 2007

LAKE VILLA, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 66

Registration record

First registered · July 6, 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 Timothy Patrick Highland offer?

Timothy Patrick Highland specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Patrick Highland's credentials?

Timothy Patrick Highland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Patrick Highland located?

Timothy Patrick Highland is based in DECATUR, Illinois, last registered with KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC..

How does Timothy Patrick Highland charge for services?

Timothy Patrick Highland'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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