linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Paul Koshinski

IPI Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Paul Koshinski

David Paul Koshinski is an investment advisor representative with IPI Wealth Management, Inc. David has over 35 years of experience in the financial services industry. He is a Series 65, Series 63, Series 53, Series 24, and Series 7 licensed professional. David is registered to provide investment advisory services in 44 states.

Firm Information

David Koshinski is currently registered with IPI Wealth Management, Inc.. IPI Wealth Management, Inc. is an investment advisory firm headquartered in Decatur, IL, with over 70 licensed agents and investment advisor representatives serving clients across the United States. The firm offers a range of services including financial planning, educational seminars, portfolio management, and selection of other advisors. They manage assets for a variety of clients, including individuals, families, corporations, and retirement plans. IPI Wealth Management has a strong reputation in the industry, as evidenced by their significant regulatory assets under management.
IPI Wealth Management, Inc.

226 W. ELDORADO

DECATUR, IL 62522

$2.15B

Assets Under Management

36

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Koshinski’s Registration & Firm History

IL

01/13/1998 - Present

IPI Wealth Management, Inc. (DECATUR IL)

Not sure if David Paul Koshinski is right for you?

Licenses & Designations

IA

Issued 11/30/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/1996

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/10/1991

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Paul Koshinski.
Not sure if David Paul Koshinski is right for you?