IPI Wealth Management Revenue
Financial Services • 
Decatur, Illinois, United States • 51-100 Employees
IPI Wealth Management revenue & valuation
| Annual revenue | $15,700,000 |
| Revenue per employee | $189,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $50,100,000 |
| Total funding | No funding |
Key Contacts at IPI Wealth Management
Julie Koshinski Applegate
Director Of Marketing, Events, And Communication
Gordy Roberts
Owner
Michael Lavery
Owner & Registered Principal
Yogesh Gurnani
Director
Company overview
| Headquarters | 226 West Eldorado, Decatur, IL 62522, US |
| Phone number | +12174259581 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1987 |
| Employees | 51-100 |
| Socials |
IPI Wealth Management Email Formats
IPI Wealth Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@investment-planners.com), used 32.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@investment-planners.com | 54.3% |
{first name}{last name} | johndoe@investment-planners.com | 19.6% |
{first name} | john@investment-planners.com | 15.2% |
{first initial} | j@investment-planners.com | 6.5% |
About IPI Wealth Management
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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
IPI Wealth Management has 50 employees across 8 departments.
Departments
Number of employees
Funding Data
IPI Wealth Management has never raised funding before.
IPI Wealth Management Tech Stack
Discover the technologies and tools that power IPI Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CRM
Security
JavaScript libraries
Tag managers
Reverse proxies
JavaScript libraries
Miscellaneous
Font scripts
Authentication
UI frameworks
Germany
Norway
United Kingdom
Frequently asked questions
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