David Paul Koshinski
Professional Summary
David Paul Koshinski is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Decatur, Illinois and INVESTMENT PLANNERS, INC. located in Decatur, Illinois. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. David has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
IPI ASSET MANAGEMENT, INC. | VOGEL & COMPANY, LLC | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | KOSHINSKI ASSET MANAGEMENT, INC. DBA INVESTMENT PLANNERS | KOSHINSKI ASSET MANAGEMENT INC. | IPI WEALTH MANAGEMENT, INC. | IPI WEALTH MANAGEMENT, INC.
Contact Information
Main Address
226 W. Eldorado, Decatur, IL 62522Mailing Address
P.o. Box 170, Decatur, IL 62525-0170Phone Number
(217) 425-6340# of Employees
67SEC notice filing (47 States and Territories)
Registered to provide investment advisory services in 47 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
13,260AUM (Assets Under Management)
$2,655,482,859Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
IPI ASSET MANAGEMENT, INC. | VOGEL & COMPANY, LLC | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | KOSHINSKI ASSET MANAGEMENT, INC. DBA INVESTMENT PLANNERS | KOSHINSKI ASSET MANAGEMENT INC. | IPI WEALTH MANAGEMENT, INC. | IPI WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(10/4/1996)
(3/6/2007)
(6/16/2000)
(11/20/1995)
(2/4/2019)
(5/23/1997)
(2/4/2019)
(3/2/2006)
(12/9/1996)
(2/4/2019)
(11/25/1987)
(1/13/1998)
(7/1/1993)
(7/26/1994)
(9/17/1997)
(2/4/2019)
(2/4/2019)
(2/4/2019)
(2/4/2019)
(5/21/1997)
(2/4/2019)
(2/4/2019)
(1/27/1997)
(2/4/2019)
(2/4/2019)
(9/16/2005)
(3/14/2000)
(11/21/2000)
(2/4/2019)
(2/4/2019)
(8/2/1996)
(2/13/1997)
(1/25/1996)
(1/11/1996)
(2/4/2019)
(1/26/2000)
(8/19/1997)
(1/11/2000)
(8/13/1996)
(2/20/1996)
(2/4/2019)
(2/4/2019)
(2/4/2019)
(10/17/1996)
(8/25/1994)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view David Paul Koshinski's CRS (Customer Relationship Summary).
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