Andrew
Dejong
Ipi Wealth Management, Inc
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About this Advisor
Andrew Dejong is a financial advisor based in Las Vegas, Nevada, working with Ipi Wealth Management, Inc. Andrew has previously held positions at Sagepoint Financial, Icm, Sagepoint Financial, Inc, Woodstock Financial Group, Inc, Woodstock Wealth Management, Inc, Ipiw, and Ipi Inc. Andrew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nevada. Currently, Andrew is part of Ipi Wealth Management, Inc, which operates out of Las Vegas, Nevada. 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
Andrew Dejong Work History
Ipiw
Ipi Inc
Woodstock Financial Group, Inc
Woodstock Wealth Management, Inc
Sagepoint Financial, Inc
Sagepoint Financial
Icm
Disclosures
Please visit the SEC profile of Andrew Dejong 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
Decatur, IL
San Juan, PR
Decatur, IL
Decatur, IL
Decatur, IL
Surprise, AZ
Las Vegas, NV
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