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Investment Planners

Company Name

Investment Planners

Main Industry

Investment Banking, Finance

Website

www.investment-planners.com

Contact Information

Headquarters

226 W Eldorado St, Decatur, Illinois, 62522, United States

(217) 425-6340

Decatur, Illinois Office

952 E Eldorado St, Ste 201, Decatur, Illinois, 62521, United States

(217) 423-1313

Neenah, Wisconsin Office

124 W Wisconsin Ave, Neenah, Wisconsin, 54956, United States

(920) 886-1300

Investment Planners Profile and History

Focus - IPI is dedicated to providing resources and solutions for advisors, their practice, and clients. They are not involved in products and practices that are important only to the corporation profitability. IPI's associates and their efforts are focused on helping advisors manage their business and provide solutions to meet client's life goals, period! Opportunity - Over the past several yea rs, traditional advisor business models have been exposed to instability and conflicts. The new industry paradigm is that an independent business model for the advisor and their clients provides freedom from conflicts of interest inherent with large banks, insurance, and private equity organizations. Independence provides freedom to gain and control equity in an advisor's practice, freedom to provide advice and strategies free of proprietary interest. Commitment - For over 25 years, IPI has been dedicated to providing a "Gold Standard" in service to their advisor business partners. IPI strives to build successful partnerships which encourage the sharing of ideas and talents for the good of all. We are committed to ensuring your significant future. Headquartered in Decatur, Illinois, Investment Planners is registered in 48 states.

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Investment Planners Inc

IPI Wealth Management , Inc.

INVESTMENT PLANNERS , INC.

IPI Wealth Management Inc

Investment Planners Inc.

Revenue

$79.9 M

Employees

374

Founded

1985

Primary Industries

Investment Planners Executive Team & Key Decision Makers

Name & TitleContact Info
Kent Stegeman
Kent Stegeman

Chief Financial Officer

❅❅❅❅@investment-planners.com

(217) ❅❅❅-❅❅❅❅

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Steven Pruiett

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Bayard Closser

❅❅❅❅@investment-planners.com

(513) ❅❅❅-❅❅❅❅

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Lori Fuerstenberg
Lori Fuerstenberg

Chief Compliance Officer

❅❅❅❅@investment-planners.com

(303) ❅❅❅-❅❅❅❅

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Nea Brinson
Nea Brinson

Financial Controller

❅❅❅❅@investment-planners.com

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Julie Hess
Julie Hess

Director, Client Services

❅❅❅❅@investment-planners.com

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Julie Koshinski-Hovis
Julie Koshinski-Hovis

Director, Marketing & Events

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Julie Hovis
Julie Hovis

Director, Marketing, Events & Communication

❅❅❅❅@investment-planners.com

(217) ❅❅❅-❅❅❅❅

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Bart Jones

❅❅❅❅@investment-planners.com

(615) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Julie Hovis
Julie Hovis

Director, Marketing, Events & Communication

❅❅❅❅@investment-planners.com

(217) ❅❅❅-❅❅❅❅

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Lori Fuerstenberg
Lori Fuerstenberg

Chief Compliance Officer

❅❅❅❅@investment-planners.com

(303) ❅❅❅-❅❅❅❅

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Lori Kidd
Lori Kidd

Accounting Associate

❅❅❅❅@investment-planners.com

(217) ❅❅❅-❅❅❅❅

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Max Gensler
Max Gensler

Compliance Associate

❅❅❅❅@investment-planners.com

(217) ❅❅❅-❅❅❅❅

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Bayard Closser

❅❅❅❅@investment-planners.com

(513) ❅❅❅-❅❅❅❅

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Mary Yeager
Mary Yeager

Operations Advisor & Manager

❅❅❅❅@investment-planners.com

(217) ❅❅❅-❅❅❅❅

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Daryl Dyehouse
Daryl Dyehouse

Technology Administrator

❅❅❅❅@investment-planners.com

(217) ❅❅❅-❅❅❅❅

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Michelle Hancock
Michelle Hancock

Senior Operations Principal

❅❅❅❅@investment-planners.com

(217) ❅❅❅-❅❅❅❅

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Alicia Dowers
Alicia Dowers

Position In Administrative Office Support

❅❅❅❅@investment-planners.com

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Scott Winters

❅❅❅❅@investment-planners.com

(615) ❅❅❅-❅❅❅❅

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Dave Ruths
Dave Ruths

Financial Advisor

❅❅❅❅@investment-planners.com

(312) ❅❅❅-❅❅❅❅

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Kathy Weaver

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Chris Hammann

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(217) ❅❅❅-❅❅❅❅

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Top Investment Planners Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Investment Planners.

Frameworks and Libraries

(4 Technologies)

Web Analytics

(3 Technologies)

Web Accelerators

(3 Technologies)

Other Web Tools and Plugins

(3 Technologies)

Search Marketing

(2 Technologies)

Investment Planners Email Formats

ParameterSample EmailPercentage

Investment Planners Top Competitors

CompanyEmployeesRevenueTop technologies
Duncan-Williams

Duncan-Williams

128$28.5 M
Infinex Financial Group

Infinex Financial Group

201$43.8 M
National Planning

National Planning

157$34.9 M
CUSO Financial Services

CUSO Financial Services

344$73.4 M
Tribal Capital Markets

Tribal Capital Markets

272$64 M

What is Investment Planners revenue?

Investment Planners revenue is $79.9 M

How many employees does Investment Planners have?

Investment Planners has 374 employees

Where is Investment Planners headquarters located?

Investment Planners headquarters are located in 226 W Eldorado St, Decatur, Illinois, 62522, United States

What are Investment Planners’s primary industries?

Investment Planners’s main industries are: Finance, Investment Banking

Who is Investment Planners’s CEO?

Investment Planners’s CEO is David Koshinski

What are some additional names or alternative spellings that users use while searching for Investment Planners?

Investment Planners appears in search results as Investment Planners Inc, IPI Wealth Management , Inc., INVESTMENT PLANNERS , INC.IPI Wealth Management Inc, Investment Planners Inc....See More