Linda
Mankey
Ipi Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Linda Mankey is a financial advisor who works in Fortville, Indiana who has 4 years of industry experience. Mankey is an advisor for Ipi Wealth Management, Inc. The advisor has gained experience at Capital Group, Masthead and Investment Planners, Inc. Mankey has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana. Ipi Wealth Management, Inc is a financial advisory business that has its headquarters in Decatur, IL. It has offices in 43 locations and a total of 81 people on staff. It has $2 billion in assets among its 9,785 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 17 charities and foundations. Of its 9,785 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets. Ipi Wealth Management, Inc has a broad array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees usually depend on which service is offered. However, fee types charged by Ipi Wealth Management, Inc most likely consist of some combination 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
Linda Mankey Work History
Linda has been registered as a financial advisor for 4 years.*
Investment Planners, Inc
Masthead
Capital Group
*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 Linda Mankey 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
Decatur, IL
Quincy, IL
Decatur, IL
Las Vegas, NV
San Juan, PR
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.
