Garvis
Owens
Ipi Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Garvis Owens is a financial advisor working out of Decatur, Illinois with a total of 3 years of industry experience. Owens is on the advisory team at Ipi Wealth Management, Inc. Their career trajectory has included roles at Hardwick Capital Management, LLC, Genesis Rehabilitation, Community Home Health, Investment Planners Wealth Management and Investment Planners Inc. Owens holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Ipi Wealth Management, Inc is a financial advisory company based out of Decatur, IL. The firm has offices in 43 locations and a total of 81 employees. It manages $2 billion in assets between its 9,785 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 17 charitable organizations. Of its 9,785 client accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the financial services offered. However, fees charged by Ipi Wealth Management, Inc likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ipi Wealth Management, Inc Brokerage Details
$1,776,787,196
81
9,785
$181,583
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Garvis Owens Work History
Garvis has been registered as a financial advisor for 3 years.*
Investment Planners Inc
Investment Planners Wealth Management
Hardwick Capital Management, LLC
Genesis Rehabilitation
Community Home Health
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Garvis Owens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ipi Wealth Management, Inc
Decatur, IL
Surprise, AZ
Decatur, IL
Las Vegas, NV
Quincy, IL
Decatur, IL
Decatur, IL
Decatur, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
