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JL

Joshua S. Lipson

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CRD#: 5703979
JL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joshua Scott Lipson was a registered financial professional .

Joshua is a previously registered financial professional and started their career in finance in 2009. Joshua had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 3, 2024 - December 31, 2025

IPI WEALTH MANAGEMENT, INC.

RIA
CRD#: 111872
Marlton, NJ
Past

January 3, 2024 - December 31, 2025

INVESTMENT PLANNERS, INC.

BD
CRD#: 18557
DECATUR, IL
Past

October 5, 2018 - December 31, 2023

LIFEMARK SECURITIES CORP.

RIA
CRD#: 16204
Pearl River, NY
Past

October 3, 2018 - December 31, 2023

LIFEMARK SECURITIES CORP.

BD
CRD#: 16204
Pearl River, NY
Past

October 27, 2016 - October 4, 2018

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
MARLTON, NJ
Past

October 25, 2016 - October 4, 2018

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

May 4, 2015 - January 13, 2016

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
CHERRY HILL, NJ
Past

August 21, 2012 - January 13, 2016

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CHERRY HILL, NJ
Past

January 7, 2011 - August 22, 2012

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
YARDLEY, PA
Past

September 22, 2009 - September 22, 2010

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
YARDLEY, PA

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 4/27/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/21/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/21/2009
Investment Company Products/Variable Contracts Representative Examination

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)
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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
67

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IPI WEALTH MANAGEMENT ADV2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts13,260
AUM (Assets Under Management)$ 2,655,482,859

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872

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