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.
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.
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
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
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.