Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
33 years
Location
Decatur, IL 62523
Equitable Advisors
Institution
Jerry Cox is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 2001, following a prior tenure at AXA Advisors. Outside of his advisory role, he serves on the board and finance committee of Passion Community Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm’s approach includes matching clients to various investment models and third-party advisory programs, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Decatur, IL S. Water St.
132 S. Water St., Suite 448
Decatur IL 62523
Advisors at this office
1
Illinois · Texas
33 years of industry experience
Equitable Advisors
2001 - Present • 25 years
New York, NY
AXA Advisors, LlC
2001 - 2020 • 19 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Decatur, IL
Baker & Company Advisory Group Inc
Tim Baker is the sole advisor at Baker & Company Advisory Group Inc in Decatur, IL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been affiliated with Baker and Company since 1983 and also maintains roles at First Allied Advisory Services and First Allied Securities. Baker operates an insurance services business focused on fixed, life, health, and property and casualty insurance. Baker & Company Advisory Group provides fee-based investment advisory and financial planning services to individuals, trusts, retirement accounts, and corporations, generally requiring a minimum managed account of $100,000. The firm employs an active asset allocation and risk management approach using fundamental, technical, and cyclical analysis, with portfolios typically managed on a discretionary basis and monitored daily.
Series 63, Series 65
Decatur, IL
IPI Wealth Management, Inc.
Nathan Hoebing is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Investment Planners Wealth Management since 2021 and previously held positions at Knights of Columbus, Hyvee, and Spring Lake Country Club. IPI Wealth Management, Inc. offers investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across 66 advisors and provides a range of proprietary, risk-based portfolios under an open-architecture model with discretionary management and quarterly committee reviews.
Series 65
Decatur, IL
IPI Wealth Management, Inc.
Egan Franzen is a financial advisor at IPI Wealth Management, Inc. with a Series 65 credential. He has recent experience working at Emberwood Capital and several roles in educational and consulting environments. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and employs an open-architecture model with proprietary, risk-based model portfolios that are reviewed quarterly by an Investment Committee.
Series 66
Decatur, IL
IPI Wealth Management, Inc.
Michelle Hancock is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with IPI Wealth Management, Inc. since 2014. Michelle works out of Decatur, Illinois, and has spent her entire recent career at IPI Wealth Management and its affiliated firm, Investment Planners Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform that emphasizes risk-based model suites and an investment committee framework.
Series 66
Decatur, IL
IPI Wealth Management, Inc.
Tanner Bartlow is a financial advisor at IPI Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Forthright Capital Advisory, JP Morgan Securities, and Equitable Advisors. Outside of advisory roles, he is also involved in insurance sales, focusing on individual life insurance and fixed annuity products. IPI Wealth Management serves individuals, businesses, and retirement plans with investment management, financial planning, and access to third-party asset managers. The firm follows an open-architecture model and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with quarterly reviews by an investment committee.
Series 63, Series 65
Decatur, IL
IPI Wealth Management, Inc.
Galen Unruh is a financial advisor with IPI Wealth Management, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with IPI Wealth Management and its affiliated firm Investment Planners Inc. since 2006 and 2007, respectively. IPI Wealth Management serves a diverse range of retail and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm operates an open-architecture platform with proprietary risk-based model suites and employs an outsourced-agent model for trade execution and portfolio management.
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