When David P. Koshinski, CEO of Investment Planners, laid out his vision more than 30 years ago, he planned to grow IPI using Integrity, Performance and Innovation. As IPI references Integrity, Performance and Innovation, Mr. Koshinski states that this foundation “Is more than just a name – It is how we do business.” IPI has Advisors in 26 states and IPI Wealth Management, the RIA was named one of the Top 10 Fastest Growing Firms by Financial Advisory Magazine in 2008. The growth of Investment Planners has not happened by chance. History has shown that Advisors from across the country have joined IPI to become a part of the innovation that has branded IPI as a pioneer in the financial industry. At IPI, we welcome a challenge. We strive each day to raise our levels of service, and we embrace new goals while creating avenues to service a community of diverse and sophisticated Advisors. In addition, IPI realizes that Innovation alone is not enough to guarantee Performance. Our superior customer service, tools to assist growth and business development, practice management instruction, and products and services focused around a philosophy of Strategic Lifestyle and Wealth Management have created partnerships and referrals that continue to generate growth and national recognition. Our Advisors are the best in the industry. Together we are family… creating a partnership that is increasingly awarded the title of being one of the best… that is how we do business.
View Top Employees from Investment Planners, Inc. -- IPI Wealth Management, Inc.Website | http://www.investment-planners.com |
Revenue | $4 million |
Employees | 87 (74 on RocketReach) |
Founded | 1987 |
Address | 226 West Eldorado, Decatur, Illinois 62522, US |
Phone | (217) 425-6340 |
Fax | (217) 425-9581 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 32 Million |
Competitors | CUSO Financial Services, Finivi | Financial Advisors, Infinex Financial Group, Lincoln Investment, Northland Securities, Inc. |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Investment Planners, Inc. -- IPI Wealth Management, Inc. employee's phone or email?
The Investment Planners, Inc. -- IPI Wealth Management, Inc. annual revenue was $4 million in 2024.
David Koshinski is the CEO of Investment Planners, Inc. -- IPI Wealth Management, Inc..
74 people are employed at Investment Planners, Inc. -- IPI Wealth Management, Inc..
Investment Planners, Inc. -- IPI Wealth Management, Inc. is based in Decatur, Illinois.
The NAICS codes for Investment Planners, Inc. -- IPI Wealth Management, Inc. are [523, 52393, 52, 5239].
The SIC codes for Investment Planners, Inc. -- IPI Wealth Management, Inc. are [62, 628].