Jeffrey M. Kuchinsky
IPI WEALTH MANAGEMENT
Windermere, FL
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CRD#: 4811047
Professional summary
Jeffrey Michael Kuchinsky, CFP® is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Windermere, Florida and INVESTMENT PLANNERS, INC. located in Windermere, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jeffrey has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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-Mad Jack Properties, LLC. Started 5/11/2022. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Owner. 5 hours per month, none during market hours. Buy property, hire 3rd party managers to rent/run the operation. 2-Brick by Brix, LLC. Started 3/3/2023. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Owner. Rental real estate owner. No hours during market hours, 1 hours per month during non-market hours. 3-Archstone Investments, LLC. Started 120/20/2022. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Rental real estate, buy property, 3rd party manager to run operations, 0 hours worked during trading hours, 1 hour per month during non-market hours. 4-JMK Elevate Real Estate Consulting, LLC. Started 5/24/2023. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Real estate investment consulting, 2 hours per month during trading hours and 2 hours per month during non-market hours. One time planning fee & net income of business 5-Sky High Investments, LLC, Start 3/6/2023. Owner. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Holding company, manage all sub investments, rental income, dividends, share of profits, No hours during market, 2 hours per month during non-market hours. 6-RGCR Capital Group, LLC, Started 9/18/2023. Not investment related. 5018 Sawyer Cove Way, Windermere FL. 34786. Part owner. Rental real estate, buy property & hire 3rd party manager to run operations. No hours during the market, 0.5 hours per month during non-market hours. 7-Parentlink, Inc. Started 3/6/2025.8 Not investment related. 240 Exchange DR C6, Orlando, FL 32809 Part Owner. Mobile and web apps for co-parents. No hours during the market, 1-2 hours per month during non-market hours. 8- Ohana Water Adventures, LLC. Started 12/31/2024. 4 Not investment related. 114 Jan Cooley Dr. Panama City Beach Fl, 32408. Part Owner. Tiki boats tours and pontoon rentals. No hours during the market, 1-2 hours per month during non-market hours. 9-Sawyer Sound Homeowners Association. Started 3/2024. Not investment related. 6000 Winter Garden Vineland Rd, Windermere FL, 34786. HOA President. No hours during the market, 3 hours per month during non-market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Kuchinsky'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®
CFP®
Start date: 2020
Experience
Current
May 6, 2025 - Present
IPI WEALTH MANAGEMENT, INC.
RIA
CRD#: 111872
Windermere, FL
Current
May 1, 2025 - Present
INVESTMENT PLANNERS, INC.
BD
CRD#: 18557
Windermere, FL
Past
January 4, 2019 - May 1, 2025
L.M. KOHN & COMPANY
RIA
CRD#: 27913
WINDERMERE, FL
Past
September 1, 2018 - May 1, 2025
L.M. KOHN & COMPANY
BD
CRD#: 27913
WINDERMERE, FL
Past
June 28, 2004 - July 21, 2004
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
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
Florida(5/1/2025)
IAR
Florida(5/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (11/1/1999 Approved)Upgrade to AdvisorCheck Premium
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
