INVESTMENT PLANNERS, INC.
Firm details
- Headquarters
- DECATUR, Illinois
- CRD number
- 18557
- Registered since
- July 3, 1986
- Website
- myipiwealth.com
Firm profile
FINTRXOverview
Investment Planners, Inc. is a corporation that has been SEC‑registered since 1986 and is held under an individual ownership structure. FINTRX lists very limited public profile data for the firm: the platform does not show stated client segments, fee models, advisory activities, or detailed business lines. Several FINTRX flags provide a narrow view of the firm's posture — the firm is not listed as an active ESG investor, is not identified as a capital allocator, is not designated a multi‑state adviser, and is not marked as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DAVID KOSHINSKI
Chief Executive OfficerCRD 1765543
LORI FUERSTENBERG
Chief Compliance OfficerCRD 4023335
Contacts
3 of 71ROBERTO GUZMAN VIDAL
Financial AdvisorCRD 5660932
JERALD PEABODY
Financial AdvisorCRD 3009776
TIMOTHY NOBLES
Financial ProfessionalCRD 3261124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DECATUR, IL
MACON
Location
DECATUR, IL
Headquartered in DECATUR, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- MACON
- Address
- 226 W Eldorado St
- Time zone
- CT (UTC-6)
- Office locations
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