Investment Planners Inc.
Investment Planners Inc. is an independent brokerage firm headquartered in Decatur, Illinois. Founded in 1987, the firm has over 100 representatives and is licensed in 48 states with offices in 17 states. In 2006, the firm was named to Schwab’s Regional Advisory Council.
IPI Wealth Management
IPI Wealth Management, Inc is a professional wealth management corporation and a Registered Investment Advisor. It was formed in 1994 by Mr. Dave Koshinski, who has over 20 years of experience in the financial services industry. Prior to joining IPI, Dave was a practicing CPA. The firm adopted the Strategic Lifestyle and Wealth Management ™ philosophy in 2007.
IPI Wealth Management, Inc. was named in Financial Advisor magazine’s 2010 Top RIA Rankings list, naming it one of the Leading RIA Firms by total assets. This is the third year the firm has been recognized by the publication. In 2008 and 2009, IPI was ranked as one of the 10 Fastest Growing Firms by Financial Advisor Magazine.
Strategic Lifestyle and Wealth Management™
The design and implementation of accumulation, preservation, distribution, and transfer strategies to leverage client wealth toward the ultimate goal of achieving significance and peace of mind.©
IPI Corporate History
David W. Ruths, Jr. is a registered representative of and offers securities, investment advisory and financial planning services through Investment Planners Inc., member of FINRA/SIPC, and IPI Wealth Management, Inc., respectively.
226 W. Eldorado St., Decatur, IL 62522. Telephone: (217) 425-6340
Unless otherwise noted, all contents copyright © 2009-2015 David W. Ruths, Jr., CFP ® All rights reserved.