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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Galen? Claim Your ProfileGalen Keith Unruh is a financial advisor registered with IPI Wealth Management, Inc. since May 2006. Galen Unruh is also a member of Investment Planners of KS, LLC and owns rental properties in Denver, CO and Topeka, KS. Galen Unruh has been in the industry since November 2003. Galen Unruh is registered to provide investment advisory services and securities brokerage services in several states including Kansas, Arizona, Colorado, Maryland, Missouri, New Jersey, Oklahoma, Virginia, and Washington. Galen Unruh has passed the Series 6, Series 7, Series 3, Series 63, and Series 65 exams. Galen Unruh primarily works with individuals and pension and profit-sharing plans. The primary business of IPI Wealth Management, Inc is providing financial planning, educational seminars, and selection of other advisors. IPI Wealth Management, Inc has approximately $2.1 billion in regulatory assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
05/05/2006 - Present
IPI Wealth Management, Inc. (TOPEKA KS)
KS
11/14/2003 - 04/13/2006
THE O.N. EQUITY SALES COMPANY (TOPEKA KS)
KS
03/31/2006 - 04/07/2006
INVESTMENT PLANNERS, INC. (TOPEKA KS)
IA
Issued 06/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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