Michelle Suzanne Hancock
Professional Summary
Michelle Suzanne Hancock, who also goes by Michelle Suzanne White, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Decatur, Illinois and INVESTMENT PLANNERS, INC. located in Decatur, Illinois. Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michelle has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 4 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michelle Suzanne White
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
21 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.
The advisor shows no other business activity.
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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.
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michelle Suzanne Hancock's CRS (Customer Relationship Summary).
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