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IPI WEALTH MANAGEMENT, INC.
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
CRD 111872 · SEC 801-56878
226 W. ELDORADO, DECATUR, IL, 62522, United States
Phone
217-425-6340
Fax
217-425-9581
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.66B
Discretionary AUM
$2.47B
Team
67 total employees; 65 advisory reps; 26 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12703 | $1.62B |
| High net worth individuals | 435 | $926.9M |
| Pension/profit sharing plans | 51 | $42.5M |
| Charitable organizations | 28 | $2.3M |
| Corporations/business entities | 43 | $68.2M |
States served
VT, AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://randylaneinvestmentadvisor.com
- HTTPS://snedekerandmurphy.com
- HTTP://yockeyfinancial.com
- HTTPS://WWW.LINKEDIN.COM/COMPANY/IPIWealthManagement
- HTTPS://www.ipiwm.com
- HTTP://chrishammann.com
- https://emberwoodcapital.com
- HTTPS://www.bwbins.com
- HTTP://MASTHEADADVISORS.COM
- HTTP://HARTWEALTHMGMT.COM
- HTTP://IPISTRATEGIES.COM
- HTTPS://MIG-AZ.COM
- HTTP://PHASEFINANCIALLLC.COM
- HTTP://TIMETORETIRE.COM
- https://myipiwealth.com
- https://jmkwealthadvisors.com
Official SEC filing: View on IAPD