Broker Check

About IPI

Investment Planners, Inc.

celebrating 25 years of excellence


Starting with six offices in 1987, Investment Planners, Inc. now has over fifty offices, located in 25 states. IPI's focus is partnering with and supporting top independent advisors in local communities. In the past decade IPI, and its sister company, IPI Wealth Management, have received a steady stream of awards and recognition including IPI Wealth Management being listed as a "fastest growing firm" by Financial Advisor Magazine. The firm has representation on the Schwab Midwest Advisory Council and the RBC Correspondent Services Advisory Council.

Headquartered in Decatur, Illinois, Investment Planners is registered in 48 states. For more information, visit Investment Planners, Inc. online at www.investment-planners.com.


Company Facts


IPI currently has more than 120 registered financial advisors located throughout the nation.

IPI is privately owned with all owners having long tenure industry experience.

IPI has had a brokerage clearing partnership with RBC Correspondent Clearing for 25 years.

IPI has long standing partnerships with advisory custodians: Schwab, TD Ameritrade, and Fidelity.

IPI is a leader in practice management technology.

IPI Wealth Management is a SEC registered investment advisor.