Mark
Berndt
Ipi Wealth Management, Inc
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About this Advisor
Mark Berndt is a financial advisor based in Decatur, Illinois, working with Ipi Wealth Management, Inc. Mark has previously held positions at Jp Morgan Chase Bank, Addeco, Marine Credit Union, Bodart Electric, Kcd Financial, Inc, Investment Planners, Inc, and Ipi Wealth Management, Inc. Mark has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Mark is part of Ipi Wealth Management, Inc, which operates out of Decatur, Illinois. The firm has 43 offices and 78 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Ipi Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ipi Wealth Management, Inc Brokerage Details
$2,147,470,454
78
10,573
$203,109
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Mark Berndt Work History
Investment Planners, Inc
Ipi Wealth Management, Inc
Kcd Financial, Inc
Bodart Electric
Addeco
Marine Credit Union
Jp Morgan Chase Bank
Disclosures
Please visit the SEC profile of Mark Berndt 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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Decatur, IL
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