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A Message from our CEO

David P. Koshinski, CPA

CEO / President of Investment Planners, Inc and
IPI Wealth Management, Inc.

When David laid out his vision more than 28 years ago, he planned to grow IPI using Integrity, Performance and Innovation.

Thank you for taking the time to learn more about Investment Planners, Inc. (IPI) and IPI Wealth Management, Inc. IPI references more than just our name. It also represents the foundations of the way in which we conduct our business: with Integrity, Performance and Innovation.

We are a boutique firm that places our advisors and their clients first in everything that we do. Our team works to provide our advisors with the highest level of service possible in the industry. We address and find solutions for their ever-evolving needs, approach every situation as high-priority and with utmost respect, strive to anticipate unexpressed needs and concerns, and devise and offer cutting-edge educational opportunities and training sessions to keep our advisors current on the latest investments, regulatory issues, and industry trends.

Investment Planners, Inc. started with six advisors in 1987 and has grown to approximately 100 Registered Representatives over the past 28 years. IPI Wealth Management, the RIA, was founded in 1996 and was ranked in 2015 by Financial Times as one of the Top 300 Financial Advisers and by Financial Advisor magazine as one of the top 150 RIAs for total assets. Both Investment Planners and IPI Wealth have received many similar accolades throughout their histories. 

Our reputation in the industry is strong, as an RBC Correspondent for more than 20 years and partners in custody with industry leaders, like Schwab Institutional and TD Ameritrade Institutional. Our partnerships with our advisors are even stronger. At IPI, we are dedicated to solutions for you and view our advisors as strategic business partners. We offer an open architecture, with multiple custodial platforms, that is responsive to the needs of our advisors and their clients. And, our compliance department helps you to avoid controversy, while maintaining the flexibility to support all business types and models: fee and commission business.

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 Strategic Wealth Management™.

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.

Sincerely,

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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.

Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial advisors are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial advisors of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.

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