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Eric G Ortiz-berrios

IPI Wealth Management, Inc.

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About Eric G Ortiz-berrios

Eric Ortiz-berrios is a financial advisor registered with IPI Wealth Management, Inc.. Eric has been in the industry since May 30, 2012. Eric is a registered representative in Puerto Rico. Eric is also a registered investment advisor representative in Puerto Rico.

Firm Information

Eric Ortiz-berrios 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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Eric Ortiz-berrios’s Registration & Firm History

IL

10/20/2020 - Present

IPI Wealth Management, Inc. (DECATUR IL)

PR

06/01/2017 - 10/21/2020

NATIONWIDE PLANNING ASSOCIATES INC. (San Juan PR)

PR

11/21/2013 - 06/02/2017

AXA ADVISORS, LLC (PONCE PR)

PR

06/11/2013 - 11/22/2013

MML INVESTORS SERVICES, LLC (AGUADA PR)

NY

05/02/2002 - 05/13/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric G Ortiz-berrios.
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