Timothy Nobles
Timothy Nobles is a registered investment advisor at Ipi Wealth Management, INC., based in Spirit Lake, IA, with 26 years of industry experience. Timothy 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $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
Location
Spirit Lake, IA
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2025Customer Dispute
January 2025Customer Dispute
November 2024Other Business ActivitiesSells Insurance
Timothy sells fixed insurance products through Brokerage Unlimited since 2014. This requires minimal time commitment.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
State Registrations10 states
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
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