When David P. Koshinski, CEO of Investment Planners, laid out his vision more than 30 years ago, he planned to grow IPI using Integrity, Performance and Innovation.

As IPI references Integrity, Performance and Innovation, Mr. Koshinski states that this foundation “Is more than just a name – It is how we do business.”

IPI has Advisors in 26 states and IPI Wealth Management, the RIA was named one of the Top 10 Fastest Growing Firms by Financial Advisory Magazine in 2008. 

The growth of Investment Planners has not happened by chance. History has shown that Advisors from across the country have joined IPI to become a part of the innovation that has branded IPI as a pioneer in the financial industry.

At IPI, we welcome a challenge. We strive each day to raise our levels of service, and we embrace new goals while creating avenues to service a community of diverse and sophisticated Advisors.

In addition, IPI realizes that Innovation alone is not enough to guarantee Performance. Our superior customer service, tools to assist growth and business development, practice management instruction, and products and services focused around a philosophy of Strategic Lifestyle and Wealth Management have created partnerships and referrals that continue to generate growth and national recognition. 

Our Advisors are the best in the industry. Together we are family… creating a partnership that is increasingly awarded the title of being one of the best… that is how we do business.

Investment Management

Investment Planners, Inc. -- IPI Wealth Management, Inc.

David Koshinski

Dawn Moncey

Lori Kidd

Staci Leitzinger

Brad Henry

A Bayard Closser

Eric Lewis

Bayard Closser

Lori Fuerstenberg

The Finance and Accounting team at Investment Planners, Inc. plays a crucial role in ensuring the financial health and compliance of the organization. This team manages accounts receivable and payable, oversees tax planning and preparation, and supports retirement planning initiatives. By delivering accurate financial reporting and strategic insights, they empower Advisors to make informed decisions, maintain operational efficiency, and uphold IPI's commitment to integrity and performance.

Finance and Accounting

Leadership Team

Operations

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Finance and Accounting

About

Team members

Other teams at Investment Planners, Inc. -- IPI Wealth Management, Inc.

Leadership Team

Operations

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Finance and Accounting

About

Team members

Other teams at Investment Planners, Inc. -- IPI Wealth Management, Inc.

Leadership Team

Operations

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