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Our Difference

What comes first at IPI?

Our Advisors and their Clients

When Dave Koshinski founded IPI Wealth Management, he wanted to provide select advisors what they did not get from a wirehouse or larger independent firms: flexibility, integrity, support, innovation, mentoring, autonomy, cooperation, and the sense that their goals and dreams mattered.

Dave created a financial services platform known for quality -- quality relationships, quality products, and quality people working together. At the start, he made the critical decision to maintain a very high level of integrity and values. Our branded values are in our company's name of IPI - Integrity, Performance, and Innovation. 

Small is smart

Investment Planners and IPI Wealth Management are no behemoths. We are a boutique broker/dealer and RIA for discerning financial advisors. At IPI and IPI Wealth, you and your business are viewed as a strategic business partner.

Here, you benefit from individualized support that can help you grow your business in the right direction. Here, Strategic Lifestyle and Wealth Management™ means something: providing solutions for your mass affluent and affluent clients through an open architecture, close peer and home office relationships and supportive compliance to make a difference.

Solutions matter

Our advisors are skilled and gifted practitioners. More important, they are advisors who care about solving their clients' wealth concerns. Thus, it is our focus to bring innovative investment and wealth solutions to you so you have time to concentrate on your clients and their needs. Our innovative Strategic Lifestyle and Wealth Management™ solution works to bring a framework for you to design and implement clients' wealth through accumulation, preservation distribution and transfer phases to help them achieve financial significance and emotional peace of mind.

At IPI, we are dedicated to solutions for you, the independent advisor. It is our focus to provide you with solutions to help you run an efficient and profitable practice: technology, investment products, leading custody platforms, top private money managers, and service that supports you and your practice.

Flexible, cooperative compliance

Our compliance department helps you avoid controversy but keeps you efficient with your clients. Our flexible compliance environment suits all business types and models, fee and commission business. We understand the regulators and are working to make sure your practice is compliant yet client centric.

Open architecture

At IPI, we are about what is right for you and your clients. Thus, we are a firm that supports an open architecture with multiple custodial platforms. Our partners: RBC Correspondent Services, Schwab Institutional and TD Ameritrade Institutional are all ready and available to support you and your clients. We are top tier at all three platforms and have earned preferred status at each which comes with benefits for you!

Affirmation of your ambitions

At IPI, we know you not only by your first name, but also by your business goals. We are dedicated to your vision, mission and goals - what you want to accomplish, and the path you envision for your business.

The knowledge you need is not only accessible, but delivered in close relationships. You are encouraged to broaden your skill set, expand your practice, and actively market yourself to attract more quality clients. You can develop your business as you see fit -- you are positioned to grow.

It is time to challenge you. It is time you came to explore what your business can be. Our industry is changing and consolidating and IPI will be here as your strategic partner for your future. Contact us today and get to know a broker/dealer and RIA ready to get behind your vision of your business.

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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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