KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

IPI WEALTH MANAGEMENT, INC.
DECATUR, Illinois·9 registered advisors·CRD# 111872
SEC# 801-5687843217-425-6340
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
78
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

9 registered advisors
Allen Bayard Closser
DECATUR, Illinois
Benjamin Edward Bramer
DECATUR, Illinois
David Paul Koshinski
DECATUR, Illinois
Karen Rae Reynolds
DECATUR, Illinois
Lori Lea Fuerstenberg
DECATUR, Illinois
Mary Jane Yeager
DECATUR, Illinois
Michelle Suzanne Hancock
DECATUR, Illinois
Renee Elaine Emrick
DECATUR, Illinois
Timothy Patrick Highland
DECATUR, Illinois
05

Office Locations

DECATUR, Illinois
9 advisors

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Data sourced from SEC Form ADV filings. KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. (CRD# 111872) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.