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Terry Wayne Miller

IPI Wealth Management, Inc.

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About Terry Wayne Miller

Terry Wayne Miller is a financial advisor with IPI Wealth Management, Inc. Terry has been in the financial services industry for over 12 years. Terry holds the Series 6 and Series 26 licenses and is also a Chartered Financial Analyst. Terry has experience working with a range of clients, including individuals, corporations, and charitable organizations. Terry provides a variety of financial services, including financial planning, portfolio management, and educational seminars. Terry's previous employer was STATE FARM VP MANAGEMENT CORP.

Firm Information

Terry Miller 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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Terry Miller’s Registration & Firm History

IL

01/28/2021 - Present

IPI Wealth Management, Inc. (DECATUR IL)

IL

01/21/2009 - 03/05/2010

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 02/11/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/20/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terry Wayne Miller.
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