DK
David P. Koshinski
IPI WEALTH MANAGEMENT
DECATUR, IL 62522
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CRD#: 1765543
DK
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1-KRAFT FOUNDATION-DECATUR, IL- CHAIRMAN OF FOUNDATION EVANGELISM EXPLOSION INTERNATIONAL, 161 BRADLEY BRANCH ROAD, ARDEN, NC. JUNE 2013. CHAIR OF AUDIT AND FINANCE COMMITTEE. REIMBURSEMENT ONLY, NO COMPENSATION. 10 HRS PER MONTH. 2-Coral Ridge Ministries -- board member on compensation - not investment related -- 5 hours per month 3-Greater Decatur Chamber of Commerce --Vice Chair - not investment related 5 hours per month 4-ParPrint Ministries - board member --- not investment related -- 5 hours per month 5- Evangelism Explosion -Chair of the Audit and Finance Committee, not investment related. 10 hours per month non-market hours.
CRS (Client Relationship Summary) - RIA
Click below to view David Paul Koshinski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 13, 1998 - Present
IPI WEALTH MANAGEMENT, INC.
Office #1: 226 W. Eldorado, Decatur, IL 62522RIA
CRD#: 111872
DECATUR, IL
Current
November 25, 1987 - Present
INVESTMENT PLANNERS, INC.
Office #1: 3090 N Main Street Suite C, Decatur, IL 62526Office #2: 226 W. Eldorado, Decatur, IL 62522BD
CRD#: 18557
Decatur, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
IPI WEALTH MANAGEMENT, INC.
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.
CRD#: 111872 / SEC#: 801-56878
RIA
Registered Investment Advisory firm - (11/1/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/4/1996)
RR
Arizona(3/6/2007)
RR
Arkansas(6/16/2000)
RR
California(11/20/1995)
RR
Colorado(2/4/2019)
RR
Connecticut(5/23/1997)
RR
Delaware(2/4/2019)
RR
Florida(3/2/2006)
RR
Georgia(12/9/1996)
RR
Hawaii(2/4/2019)
RR
Illinois(11/25/1987)
IAR
Illinois(1/13/1998)
RR
Indiana(7/1/1993)
RR
Iowa(7/26/1994)
RR
Kansas(9/17/1997)
RR
Kentucky(2/4/2019)
RR
Louisiana(2/4/2019)
RR
Maine(2/4/2019)
RR
Maryland(2/4/2019)
RR
Massachusetts(5/21/1997)
RR
Michigan(2/4/2019)
RR
Minnesota(2/4/2019)
RR
Mississippi(1/27/1997)
RR
Missouri(2/4/2019)
RR
Montana(2/4/2019)
RR
Nevada(9/16/2005)
RR
New Hampshire(3/14/2000)
RR
New Jersey(11/21/2000)
RR
New Mexico(2/4/2019)
RR
New York(2/4/2019)
RR
North Carolina(8/2/1996)
RR
Ohio(2/13/1997)
RR
Oklahoma(1/25/1996)
RR
Oregon(1/11/1996)
RR
Pennsylvania(2/4/2019)
RR
Rhode Island(1/26/2000)
RR
South Carolina(8/19/1997)
RR
South Dakota(1/11/2000)
RR
Tennessee(8/13/1996)
RR
Texas(2/20/1996)
RR
Utah(2/4/2019)
RR
Virginia(2/4/2019)
RR
Washington(2/4/2019)
RR
West Virginia(10/17/1996)
RR
Wisconsin(8/25/1994)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IPI WEALTH MANAGEMENT, INC.
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.
CRD#: 111872 / SEC#: 801-56878
RIA
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Contact information
Main Address
226 W. Eldorado, Decatur, IL 62522
Mailing Address
P.o. Box 170, Decatur, IL 62525-0170
Phone number
(217) 425-6340
Established
Firm type
Fiscal year end
# of Employees
73
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 10,743 |
| AUM (Assets Under Management) | $ 2,248,994,441 |
Red Flags
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Company Information
IPI WEALTH MANAGEMENT, INC.
CRD#: 111872Decatur, IL 62522TRUST BUT VERIFY
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Contact information
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