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Roberto Guzman vidal

IPI Wealth Management, Inc.

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About Roberto Guzman vidal

Roberto Guzman Vidal is a financial advisor with over 10 years of experience in the industry. Roberto is currently registered with IPI Wealth Management, Inc. and is licensed to conduct business in several states, including Illinois, Florida, New York, Oregon, Puerto Rico and Texas. Roberto has a strong track record of providing financial advice to individuals, families, and businesses. Roberto also holds the Series 66, SIE and Series 7 licenses, as well as the Chartered Financial Consultant designation. In addition to providing financial advice, Roberto also offers insurance sales services.

Firm Information

Roberto Guzman vidal 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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Roberto Guzman vidal’s Registration & Firm History

IL

10/20/2020 - Present

IPI Wealth Management, Inc. (DECATUR IL)

PR

03/03/2014 - 10/21/2020

NATIONWIDE PLANNING ASSOCIATES INC. (San Juan PR)

PR

11/05/2009 - 03/07/2014

MML INVESTORS SERVICES, LLC (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 03/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roberto Guzman vidal.
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