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Chris Charles Hammann

Advisor at IPI Wealth Management, Inc. — Carlinville, IL

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Carlinville, IL 62626

IPI Wealth Management, Inc. logo

IPI Wealth Management, Inc.

Multi-team

Total advisors

64

Across 32 offices

Clients per advisor

205 Very High

Avg AUM per client

$193,517 Very Low

HNW client ratio

3% Very Low

About

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

Client services

Based on IPI Wealth Management, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on IPI Wealth Management, Inc.

ESG / Sustainable investing Retirement income strategy

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Fee options

Fixed

Financial planning fixed fees ranging approximately from $750 to $5,000 or more depending on complexity

Percentage

$0 - $250,000: 2.0% $250,001 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%

Commissions

Commissions and 12b-1 fees earned by affiliated broker-dealer on securities and insurance transactions, separate from advisory fees

Project-based

Hourly financial planning fees negotiable, typically $150 to $250 per hour

Other

Fee-only: Financial planning fees charged hourly ($150 to $250 per hour) or fixed fee basis ($750 to $5,000 or more)

Location

See office

Carlinville, IL

22775 Dodge Rd.

Carlinville IL 62626

Advisors at this office

1

Most active in

Illinois

Work history

33 years of industry experience

Investment Planners, Inc.

1997 - Present • 29 years

Decatur, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Carl Z

CFP®, Series 63, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Carl Zeidler is a CFP® professional with 43 years of industry experience, currently serving as president and owner of Wall Street Financial Group, Inc. He has been with the firm since 1988 and briefly worked at Kestra Advisory from 2016 to 2017. In addition to his advisory role, he is a licensed insurance agent and owns an insurance business. Wall Street Financial Group serves individual investors, including high-net-worth and non-HNW clients, as well as state and municipal government entities. The firm combines discretionary portfolio management with financial and insurance planning, offering educational seminars and maintaining multiple professional designations among its three advisors.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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Andrew M

CFP®, Series 66

Virden, IL

Maynerich Financial

Andrew Maynerich is a CFP® with 14 years of industry experience, currently serving as an advisor at Maynerich Financial. His prior experience includes roles at ICA Group Wealth Management, LPL Financial, and Investment Centers of America. Outside of his financial advisory work, he is involved in dance instruction and choreography, teaching tap dance classes and providing dance instruction for local theater and high schools. Maynerich Financial manages approximately $122.5 million for around 478 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to create tailored asset-allocation strategies and employs both long- and short-term approaches supplemented by adviser judgment.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Ethan T

Series 65

Virden, IL

Maynerich Financial

Ethan Thomas is a financial advisor at Maynerich Financial with two years of industry experience. He holds a Series 65 designation and has worked primarily with Maynerich Financial since 2021, with earlier roles in retail and education. In addition to his advisory work, Ethan owns EFNF LLC, an online consulting business serving e-commerce and Amazon sales clients. Maynerich Financial manages approximately $122.5 million for nearly 480 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to create tailored asset-allocation strategies, operating mainly under discretionary authority.

Retirement income strategy Social Security optimization General tax planning Wealth management
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John Z

CFP®, PFS™, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

John Zeidler is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He has been with Wall Street Financial Group, Inc. since 2017. Outside of his advisory role, he is a licensed insurance agent specializing in life, health, and disability insurance, and he is also involved in tax preparation services through his ownership of Wall Street Tax Services LLC. Wall Street Financial Group serves individual investors, including high-net-worth and non-HNW clients, as well as state and municipal government entities. The firm combines discretionary portfolio management with financial planning and integrates licensed insurance activities to address client needs.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner
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Brenden B

CFP®, Series 65

Carlinville, IL

Wall Street Financial Group, Inc.

Brenden Brown is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He has worked at Wall Street Financial Group, Inc. since 2022 and previously held positions at United Community Bank and Central Stone & Landscape Supply. Wall Street Financial Group, Inc. advises individuals, businesses, local governments, and pension and profit-sharing plans, offering discretionary portfolio management, pension consulting, financial planning, and insurance services. The firm tailors portfolios using a range of investment products and serves state and municipal clients with pension consulting, distinguishing itself within the industry.

Retirement plans for business owners (SEP, solo 401k) Annuities Long-term care insurance Life insurance needs analysis Disability insurance Self-Employed Founder/Business Owner

Kelly S

Series 66

Litchfield, IL

Edward Jones

Kelly Steiner is a financial advisor with Edward Jones in Litchfield, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, Steiner is involved as a distributor for Advocare, a supplements and vitamins business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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