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Gregory James McGinn

IPI Wealth Management, Inc.

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About Gregory James McGinn

Gregory McGinn has been in the financial industry since March 19, 1986. Gregory is a registered representative of IPI Wealth Management, Inc. and is registered in 10 states. Gregory offers a range of financial services including financial planning, portfolio management for businesses and individuals, and educational seminars. Gregory has been with IPI Wealth Management, Inc. since June 2009. Before joining IPI Wealth Management, Inc., Gregory was with RBC Capital Markets Corporation.

Firm Information

Gregory McGinn 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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Gregory McGinn’s Registration & Firm History

IL

06/02/2009 - Present

IPI Wealth Management, Inc. (DECATUR IL)

IA

03/02/1998 - 06/08/2009

RBC CAPITAL MARKETS CORPORATION (DUBUQUE IA)

NA

03/20/1986 - 03/02/1998

DAIN RAUSCHER INCORPORATED

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Licenses & Designations

BOTH

Issued 04/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/18/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/1986

Series 3 - National Commodity Futures Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory James McGinn.
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