KT
Kevin D. Taylor
IPI WEALTH MANAGEMENT
Decatur, IL 62526
Some features on this profile are disabled
CRD#: 5724858
KT
Professional summary
Kevin Douglas Taylor, CFP® is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Decatur, Illinois and INVESTMENT PLANNERS, INC. located in Decatur, Illinois.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kevin has worked at 4 firms and has passed the Series 66, SIE and Series 7 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. NEWTON FINANCIAL GROUP, LLC, 191 W. Professional Park Court, Suite 2B, Bowling Green KY 42104, United States, 06/18/2024, W2 Employee, Owner/Partner of a Business Entity, NIR, 150 HR/MO - 8 HR/MO TRADING 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/18/2024
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Douglas Taylor'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®
Experience
Current
November 12, 2024 - Present
IPI WEALTH MANAGEMENT, INC.
Office #1: 3090 N Main Street Suite C, Decatur, IL 62526RIA
CRD#: 111872
Decatur, IL
Current
November 12, 2024 - Present
INVESTMENT PLANNERS, INC.
Office #1: 3090 N Main Street Suite C, Decatur, IL 62526BD
CRD#: 18557
Decatur, IL
Past
June 18, 2024 - September 5, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Bowling Green, KY
Past
June 18, 2024 - September 5, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Bowling Green, KY
Past
January 4, 2011 - July 1, 2024
IPI WEALTH MANAGEMENT, INC.
RIA
CRD#: 111872
BOWLING GREEN, KY
Past
October 21, 2009 - July 1, 2024
INVESTMENT PLANNERS, INC.
BD
CRD#: 18557
BOWLING GREEN, KY
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(1/5/2025)
RR
Arizona(1/5/2025)
RR
Arkansas(1/5/2025)
RR
California(1/5/2025)
RR
Colorado(1/5/2025)
RR
Connecticut(1/5/2025)
RR
Florida(1/5/2025)
RR
Georgia(1/5/2025)
RR
Illinois(11/12/2024)
RR
Indiana(1/5/2025)
RR
Iowa(1/5/2025)
RR
Kentucky(11/12/2024)
IAR
Kentucky(11/12/2024)
RR
Louisiana(1/5/2025)
RR
Maryland(1/5/2025)
RR
Michigan(1/5/2025)
RR
Missouri(1/5/2025)
RR
Nevada(1/5/2025)
RR
New Jersey(1/5/2025)
RR
New York(1/5/2025)
RR
North Carolina(1/5/2025)
RR
North Dakota(1/5/2025)
RR
Ohio(1/6/2025)
RR
Oklahoma(1/5/2025)
RR
Oregon(1/5/2025)
RR
Pennsylvania(1/5/2025)
RR
South Carolina(1/5/2025)
RR
Tennessee(1/5/2025)
RR
Texas(1/5/2025)
RR
Utah(1/5/2025)
RR
Virginia(1/5/2025)
RR
Washington(1/5/2025)
RR
West Virginia(1/5/2025)
RR
Wisconsin(1/5/2025)
Exams
State Security Law 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
