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Philip Wesley Wegman

IPI Wealth Management, Inc.

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About Philip Wesley Wegman

Philip Wesley Wegman is an investment advisor representative with IPI Wealth Management, Inc., in Decatur, Illinois. Philip Wesley Wegman has been in the securities industry since July 27, 2020. Philip Wesley Wegman is registered to sell securities in Illinois. Philip Wesley Wegman is a registered investment advisor representative in Illinois. IPI Wealth Management, Inc. provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Philip Wegman 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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Philip Wegman’s Registration & Firm History

IL

10/14/2022 - Present

IPI Wealth Management, Inc. (DECATUR IL)

AZ

07/28/2020 - 10/14/2022

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 08/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Wesley Wegman.
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