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 organized as a corporation and has been SEC-registered since 1986. The firm is owned by an individual and is classified in the source data as "unclassified." The snapshot indicates the firm is not a capital allocator, is not active on ESG investing, is not a pension consultant, and is not listed as a related adviser. It is also flagged as not a multi-state adviser and not newly formed. The firm did not provide narrative material about its advisory focus, fee structures, or client segments in the supplied data.
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 2
David Koshinski
Chief Executive OfficerCRD 1765543
Lori Fuerstenberg
Chief Compliance OfficerCRD 4023335
Contacts
3 of 72
Roberto Guzman Vidal
Investment Adviser RepresentativeCRD 5660932
Timothy Nobles
Financial ProfessionalCRD 3261124
Andrew Dejong
Registered RepresentativeCRD 4738762
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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