Michelle
Hancock
Ipi Wealth Management, Inc
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About this Advisor
Michelle Hancock is a financial advisor based in Decatur, Illinois, working with Ipi Wealth Management, Inc. Michelle has previously held positions at Investment Planners Inc and Ipi Wealth Management. Michelle has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Michelle 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
Michelle Hancock Work History
Investment Planners Inc
Ipi Wealth Management
Disclosures
Please visit the SEC profile of Michelle Hancock 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
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The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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