Investment Planners, Inc. -- IPI Wealth Management, Inc.
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, Perfo...load more
Investment Planners, Inc. -- IPI Wealth Management, Inc.'s Basic Information
Industry
Financial Services
Headquarters
Decatur, Alabama, United States
Founded Year
1987
Headcount
51 - 200 ( View All )
Investment Planners, Inc. -- IPI Wealth Management, Inc.'s Competitors
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View all employeesEmployee Insights
Investment Planners, Inc. -- IPI Wealth Management, Inc.'s Top Employees
Michael Lavery
Owner & Registered Principal
Phone Email
Bart Jones
Partner, Brentwood Office
Phone Email
Msfp Batley
Partner AND Wealth Management Advisor
Phone Email
Jennifer Defries
Registered Associate
Phone Email
Lisa Courtney
Commissions Associate
Phone Email
Frequently Asked Questions Regarding Investment Planners, Inc. -- IPI Wealth Management, Inc.
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