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 66
Experience Industry experience
1 year
Location
Shelbyville, IL 62565
IPI Wealth Management, Inc.
Multi-team
Jordan Colbrook is a financial advisor at IPI Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and previously served five years in the United States Marine Corps. His work background includes roles at Investment-Planners Inc and Illinois State University. 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 proprietary risk-based model suites and uses an outsourced-agent operational model for trade execution and portfolio management.
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)
Shelbyville, IL E Main Street
304 E Main Street
Shelbyville IL 62565
Advisors at this office
1
Illinois
1 year of industry experience
Investment-Planners Inc
2026 - Present • 1 year
Shelbyville, IL
Investment-Planners Inc
2023 - 2026 • 3 years
Decatur, IL
Unemployed
2023 - 2023 • 1 year
Decatur, IL
Illinois State University
2021 - 2023 • 2 years
Normal, IL
Dominoes
2020 - 2021 • 1 year
Camp Lejeune, NC
United States Marine Corp
2015 - 2020 • 5 years
Camp Lejeune, NC
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.
CFP®, Series 63, Series 66
Shelbyville, IL
Edward Jones
Tad Mayhall is a CFP® professional with 23 years of industry experience, serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Shelbyville, IL. Outside of his advisory role, he serves as a board member and chairman for the Shelby County Board and is a munitions specialist in the Kansas Air National Guard. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 63, Series 66
Shelbyville, IL
LPL Financial
Andrew Alepra is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. Outside of his advisory role, he is associated with an investment-related real estate activity as Vice President of Lithia Resort/Wolf Creek in Shelbyville, Illinois, where his wife manages short-term rental properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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