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
29 years
Location
Casey, IL 62420
IPI Wealth Management, Inc.
Multi-team
John Murphy is a financial advisor at IPI Wealth Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IPI Wealth Management since 2000. In addition to his advisory role, he is a part owner and agent at Snedeker & Murphy, Inc., where he is involved in life, health, and fixed annuity insurance sales. 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, utilizing an open-architecture investment platform supported by an investment committee and outsourced operational infrastructure.
Based on IPI Wealth Management, Inc.
Based on IPI Wealth Management, Inc.
Financial planning fixed fees ranging approximately from $750 to $5,000 or more depending on complexity
$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 and 12b-1 fees earned by affiliated broker-dealer on securities and insurance transactions, separate from advisory fees
Hourly financial planning fees negotiable, typically $150 to $250 per hour
Fee-only: Financial planning fees charged hourly ($150 to $250 per hour) or fixed fee basis ($750 to $5,000 or more)
Casey, IL
101 N. Central Street
Casey IL 62420
Advisors at this office
1
Illinois
29 years of industry experience
Ipi Wealth Management
2000 - Present • 26 years
Casey, IL
Investment Planners, Inc.
1999 - Present • 27 years
Decatur, IL
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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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 66
Greenup, IL
Edward Jones
Shane Todd is a financial advisor with Edward Jones in Greenup, IL, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2019, he worked at Casey State Bank and Midwestern Securities Trading Co., LLC, and earlier at Ervin Equipment. He serves as a board member for Casey-Westfield School District and is involved with Casey Industries Inc., promoting economic development in Casey, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.
Series 66
Toledo, IL
LPL Financial
David Phipps is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Stifel Nicolaus & Co Inc and Cornerstone Wealth Management, LLC. Outside of his advisory role, he serves as a city commissioner for Mattoon, Illinois, and is involved in high school and college basketball officiating. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.
Series 63, Series 66
Toledo, IL
LPL Financial
Renee Servis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of experience in the industry. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, Renee is involved with First Neighbor Tax & Accounting, a tax preparation and accounting business she has been associated with since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management supported by research and model portfolios.
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