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Enrique Jose Lopez del castillo-franco

IPI Wealth Management, Inc.

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About Enrique Jose Lopez del castillo-franco

Enrique Jose Lopez del castillo-franco is an investment advisor representative at IPI Wealth Management, Inc. Enrique is a registered Investment Advisor with the state of Florida. Enrique is also a Series 6TO and SIE licensed representative. Enrique specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Enrique has over 10 years of experience in the financial services industry.

Firm Information

Enrique Lopez del castillo-franco 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Enrique Lopez del castillo-franco’s Registration & Firm History

FL

05/29/2024 - Present

IPI Wealth Management, Inc. (Orlando FL)

FL

01/28/2021 - 04/11/2024

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LAKE MARY FL)

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Licenses & Designations

IA

Issued 11/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Enrique Jose Lopez del castillo-franco.
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