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Home Home breadcrumbs arrow Company breadcrumbs arrow Investment Planners, Inc. -- IPI Wealth Management, Inc.

Investment Planners, Inc. -- IPI Wealth Management, Inc.

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.

  • Headquarters

    Decatur, Illinois, United States

  • Contact

    +1-217-425-6340

    investment-planners.com

  • Company Size

    201-500 Employees

  • Stock Symbol

    NA

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Technology Stack of Investment Planners, Inc. -- IPI Wealth Management, Inc.

Find 18 technologies across 9 categories used by Investment Planners, Inc. -- IPI Wealth Management, Inc.

Salesforce Marketing Cloud

Salesforce Marketing Cloud is the #1 platform for consumer engagement that helps marketers...


Salesforce Social Studio

Salesforce Social Studio is a social media listening software that helps businesses discov...


Google Analytics

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OpenResty

OpenResty is a full-fledged web application server by bundling the standard Nginx core


reCAPTCHA

reCAPTCHA is a CAPTCHA-like system designed by Google to establish that a computer user is...


Business Catalyst

Business Catalyst is a powerful business websites and online stores to their clients wit...


Font Awesome

Font Awesome makes it easy to add vector icons and social logos to their website.


ASP.NET

ASP.net is an open source framework for building web applications and services with .NET a...


HTML

Hypertext Markup Language (HTML) is the standard markup language for documents designed to...


JavaScript

JavaScript is the programming language of HTML and the Web.


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Envestnet

Envestnet provides technology-enabled investment and practice management solution to finan...


Adobe Business Catalyst

Business Catalyst is an all-in-one business website and online marketing solution, built f...


Salesforce Marketing Cloud

Meet Salesforce Marketing Cloud, the leading marketing solution to increase engagement wit...


Tail

Tail is a Data Management Platform offering audience segmentation​ solutions to brands aro...


Salesforce Social Studio

Salesforce Social Studio is an all-in-one social media management solution for listening, ...


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Facebook Comments

Facebooks mission is to give people the power to build community and bring the world close...


On-Site

On-Site is a cloud-based software that helps renters and property managers across the coun...


Salesforce Marketing Cloud

Salesforce Marketing Cloud, the marketing solution to increase engagement with every consu...


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Lisa Courtney

Lisa Courtney is Commissions Associate at Investment Planners, Inc. -- IPI Wealth Management, Inc. at Illinois United States...

A

Alma Gentry

Alma Gentry is Registered Representative at Investment Planners, Inc. -- IPI Wealth Management, Inc. at Illinois United States...

N

Nathan Rewerts

Nathan Rewerts is Advisor at Investment Planners, Inc. -- IPI Wealth Management, Inc. at Illinois United States...

J

Jamie Ruyle

Jamie Ruyle is Registered Assistant at Investment Planners, Inc. -- IPI Wealth Management, Inc. at Illinois United States...

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  • Koshinski Asset Management Discloses New Stake in Aphria

    In a Form 13F-HR filed with the U.S. Securities and Exchange Commission today, Decatur, Illinois-based money manager Koskinski Asset Management,

    02 Feb 2021 mjobserver.com

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FAQs

What is Investment Planners, Inc. -- IPI Wealth Management, Inc. official website?

The official website of Investment Planners, Inc. -- IPI Wealth Management, Inc. is https://www.investment-planners.com/.

What is Investment Planners, Inc. -- IPI Wealth Management, Inc. phone number?

The phone number for Investment Planners, Inc. -- IPI Wealth Management, Inc. is +1-217-425-6340.

How many employees are working at Investment Planners, Inc. -- IPI Wealth Management, Inc.?

Slintel keeps track of 201-500 employees who are working at Investment Planners, Inc. -- IPI Wealth Management, Inc..

What industry is Investment Planners, Inc. -- IPI Wealth Management, Inc. in?

Investment Planners, Inc. -- IPI Wealth Management, Inc. is in the industry of Financial Services.

What is Investment Planners, Inc. -- IPI Wealth Management, Inc.'s tech stack?

The top technologies used by Investment Planners, Inc. -- IPI Wealth Management, Inc. are :- Salesforce Marketing Cloud Salesforce Social Studio OpenResty reCAPTCHA Font Awesome ASP.NET .

Where are Investment Planners, Inc. -- IPI Wealth Management, Inc.'s headquarters?

Investment Planners, Inc. -- IPI Wealth Management, Inc. headquarters are at Decatur, Illinois, United States.