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AC
CFP
AC
CFP

Allen Closser

Ipi Wealth Management, INC.
40 Years of Experience
Decatur, IL
Broker
View SEC Summary
View SEC Summary

Allen Closser is a CFP-designated registered investment advisor at Ipi Wealth Management, INC., based in Decatur, IL, with 40 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,260 clients with $2.7B in assets under management.

Ipi Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
13,260 clients
Average Client Portfolio
$200K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees are negotiable on a case-by-case basis. Other program fees or third-party managers may have separate schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

226 W. Eldorado, Decatur, IL, 62522

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ipi Wealth Management, INC.
February 2018 - Present · 8 yrs 8 mos
Investment Planners, INC.Broker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Provasi Capital Partners LPBroker
March 2016 - June 2017 · 1 yr 3 mos
Vertical Capital Asset Management, LLC
April 2013 - December 2015 · 2 yrs 8 mos
Vertical Capital Securities, LLCBroker
March 2011 - July 2015 · 4 yrs 4 mos
Ari Financial Services, INC.Broker
September 2010 - April 2011 · 7 mos
Directed Services LLCBroker
October 2007 - January 2009 · 1 yr 3 mos
Ing Funds Distributor, LLCBroker
December 2003 - October 2007 · 3 yrs 10 mos
Ing Funds Distributor, INC.Broker
July 2000 - October 2000 · 3 mos
Directed Services, INC.Broker
March 1999 - December 2003 · 4 yrs 9 mos
Funds Distributor, INC.Broker
July 1997 - December 1998 · 1 yr 5 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 1992 - January 1997 · 4 yrs 10 mos
Monarch Financial Services, INC.Broker
April 1991 - June 1991 · 2 mos
Monarch Securities, INC.Broker
March 1991 - March 1992 · 1 yr
Adair, Brakovich INC.Broker
January 1990 - April 1991 · 1 yr 3 mos
Anchor National Financial Services, INC.Broker
July 1987 - January 1990 · 2 yrs 6 mos
Isfa CorporationBroker
March 1984 - July 1987 · 3 yrs 4 mos
Paine, Webber, Jackson & Curtis INC.Broker
December 1983 - March 1984 · 3 mos
First Mid-America INC.Broker
March 1983 - February 1984 · 11 mos
State Registrations44 states
ALARAZCACOCTDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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