CC
Cole Closser
IPI WEALTH MANAGEMENT
Gainesville, FL
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CRD#: 6080921
CC
Professional summary
Cole Closser, who also goes by Cole Bayard Closser, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Gainesville, Florida and INVESTMENT PLANNERS, INC. located in Decatur, Illinois.
Cole is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Cole has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cole Bayard Closser
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cole Closser'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
April 28, 2025 - Present
IPI WEALTH MANAGEMENT, INC.
RIA
CRD#: 111872
Gainesville, FL
Current
November 19, 2025 - Present
INVESTMENT PLANNERS, INC.
Office #1: 3090 N Main Street Suite C, Decatur, IL 62526BD
CRD#: 18557
Decatur, IL
Past
September 12, 2013 - June 4, 2015
METLIFE INVESTORS DISTRIBUTION COMPANY
BD
CRD#: 107622
CHARLOTTE, NC
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(4/6/2026)
RR
Arizona(4/6/2026)
RR
Arkansas(4/6/2026)
RR
California(4/6/2026)
RR
Colorado(4/6/2026)
RR
Connecticut(4/6/2026)
IAR
Florida(4/28/2025)
RR
Florida(1/2/2026)
RR
Georgia(4/6/2026)
RR
Illinois(4/6/2026)
RR
Indiana(4/6/2026)
RR
Iowa(4/6/2026)
RR
Kentucky(4/6/2026)
RR
Louisiana(4/6/2026)
RR
Maryland(4/6/2026)
RR
Michigan(4/6/2026)
RR
Missouri(4/6/2026)
RR
Nevada(4/6/2026)
RR
New Jersey(4/6/2026)
RR
New York(4/6/2026)
RR
North Carolina(4/6/2026)
RR
North Dakota(4/6/2026)
RR
Ohio(4/7/2026)
RR
Oklahoma(4/6/2026)
RR
Oregon(4/6/2026)
RR
Pennsylvania(4/6/2026)
RR
South Carolina(4/6/2026)
RR
Tennessee(4/6/2026)
RR
Texas(4/6/2026)
RR
Utah(4/6/2026)
RR
Virginia(4/6/2026)
RR
Washington(4/6/2026)
RR
West Virginia(4/6/2026)
RR
Wisconsin(4/6/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2025
General Securities Representative ExaminationGeneral 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)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
67
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,260 |
| 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.
