Welcome to Investment Planners, Inc.

Thank you for taking a few moments to visit our site. Our goal with this site is to give you an initial glimpse of our organization and the values we hold high.

We are looking to help those advisors that are attempting to discover a business partner that will demonstrate care and concern for the advisor and their clients beyond the normal course of traditional brokerage or advisory firms.

IPI Asset Management, Inc. is one of the fastest growing wealth management firms in the United States and was named one of the Top 10 Fastest Growing Firms by Financial Advisor Magazine.

Investment Planners is an independent broker dealer registered in 48 states with offices in 17. We partner with high-caliber financial advisors who want to expand their capabilities to best meet their clients' needs.

Whether you're an investment advisor or registered representative of a financial services company, Investment Planners wants the opportunity to work with you and be a partner in your success! We welcome inquiries from hiring managers and individual financial advisors. Investment Planners observes strict confidentiality in all discussions.

We look forward to partnering with you in your success.

David P. Koshinski, CPA
President