Justin
Schellenberg
Ipi Wealth Management, Inc
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About this Advisor
Justin Schellenberg is a financial advisor working out of Decatur, Illinois who has 1 year of relevant experience. Schellenberg is an employee of Ipi Wealth Management, Inc. Over the course of their career, they have held roles at Puryear & Noonan, Cpas and Ipiw. Schellenberg has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Tennessee. Ipi Wealth Management, Inc is an advisory firm operating out of Decatur, IL. It has offices in 43 locations and a total of 81 financial advisors. It manages $2 billion in total assets among its 9,785 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 17 charitable organizations. Of its 9,785 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. The business provides a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely vary depending on which service is provided. However, fees billed by Ipi Wealth Management, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Justin Schellenberg Work History
Justin has been registered as a financial advisor for 1 years.*
Ipiw
Puryear & Noonan, Cpas
*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 Justin Schellenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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