Monte
Hazelbaker

Ipi Wealth Management, Inc

CRD#1110951
Investment Advisor
in Cincinnati, OH

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About this Advisor

Monte Hazelbaker is a financial advisor operating out of Cincinnati, Ohio with 7 years of relevant experience. Hazelbaker works at Ipi Wealth Management, Inc. They have been employed by Ipi Wealth Management, Inc for all of their career. Hazelbaker has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Ipi Wealth Management, Inc is an advisory company based in Decatur, IL. The firm has offices in 43 locations and a total of 81 employees. It oversees $2 billion in assets under management across its 9,785 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 17 charitable organizations. Of its 9,785 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. The business provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Ipi Wealth Management, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Cincinnati, OH

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Ipi Wealth Management, Inc Brokerage Details

Total Assets Under Management

$1,776,787,196

OH Average: $6,674,516,078
Total Number of Employees

81

OH Average: 44
Total Number of Accounts

9,785

OH Average: 2,564
Average Account Size

$181,583

OH Average: $2,603,165

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

Monte Hazelbaker Work History

Monte has been registered as a financial advisor for 7 years.*

1999 - Present (25 years)

Investment Planners, Inc

*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 Monte Hazelbaker 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

Joe Myers
Surprise, AZ
Regina Unger
Decatur, IL
Andrew Dejong
Las Vegas, NV
Garvis Owens
Decatur, IL
David Dahl
Decatur, IL
Cory Neumiller
Decatur, IL
Garrick Batley
Quincy, IL
Eric Lewis
Decatur, IL

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.

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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.

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