We take a common sense approach to compliance, so that you can focus on what you do best.
Offload the stress, knowing you’re choosing a compliance partner you can trust.
You no longer have to track every regulation on your own, rather you can rely on IPI to help track and make common sense policy to keep you in compliance with new rules and regulations.
You should be able to focus on your clients without the stress of the fine print—let us handle that for you. Whether you’re just getting your business off the ground, ready to grow or looking to try something new, our compliance department is ready to handle your needs.
We are here to learn what you need and offer services that fit your business type and model whether you’re a fee or commission business
We’re here to work side-by-side with you, not against you. In everything you do, the goal is to make decisions that build trust with your clients.
Make Powerful Decisions
Evolve With Strategic Growth
Advise Using World-Class Expertise
Reach Your Audience
We want to see you succeed. Let’s talk about how our services can move your business forward.
Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340.
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