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 registered with the SEC since 1986. The firm is listed as owned by an individual and its regulatory classification is recorded as "unclassified" in the available data. The firm's profile fields indicate it does not act as a capital allocator, is not identified as an active ESG investor, and is not designated as a pension consultant or related adviser. It is also marked as not being a multi-state adviser and is not a newly formed 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 2
David 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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