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Credentials
Series 63, Series 65
Experience Industry experience
45 years
Location
Decatur, IL 62523
Baker & Company Advisory Group Inc
Independent
Total advisors
1Clients per advisor
46 HighAvg AUM per client
$152,174 LowHNW client ratio
0% LowTim Baker is the sole advisor at Baker & Company Advisory Group Inc in Decatur, IL, holding Series 63 and 65 licenses with 45 years of industry experience. He has been with Baker and Company since 1983 and previously worked at First Allied Securities and First Allied Advisory Services. In addition to his advisory role, Baker owns and operates an insurance services business offering fixed, life, health, and property and casualty insurance. Baker & Company provides fee-based investment advisory and financial planning services to individuals, trusts, retirement accounts, and corporations, typically requiring a $100,000 managed-account minimum. The firm's investment approach focuses on active asset allocation, risk management, and uses fundamental, technical, and cyclical analyses to adjust portfolios that primarily include mutual funds, bonds, ETFs, and government securities.
Based on Baker & Company Advisory Group Inc
Based on Baker & Company Advisory Group Inc
$500 flat fee for one-time second opinion service for non-clients.
$0 - $1,000,000: 2% annually $1,000,001 - $1,500,000: 1.5% annually $1,500,001 - $10,000,000: 1% annually $10,000,001+: 0.8% annually
President may earn commissions on insurance transactions; commissions paid by insurance companies and not charged to clients.
$225 per hour
Account minimum: $100,000
Decatur, IL
363 S. Main St., Suite 500
Decatur IL 62523
Advisors at this office
1
Illinois
45 years of industry experience
First Allied Advisory Services, INC.
2012 - 2018 • 6 years
Chesterfield, MO
First Allied Securities, INC.
2011 - 2012 • 1 year
San Diego, CA
Baker and Company
1983 - Present • 43 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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 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.
Series 63, Series 66
Decatur, IL
IPI Wealth Management, Inc.
Lori Fuerstenberg is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Freedom Investors Corp and Kcd Financial, Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advice.
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