Advisor at IPI Wealth Management, Inc.
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.
Location
Sibley, IA
Credentials
Series 63, Series 65
Industry experience
26 years
Timothy Nobles Jr. is a financial advisor at IPI Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IPI Wealth Management and its affiliated firm Investment Planners, Inc. since 1999. Outside of his advisory role, he is involved in the sale of fixed insurance products through a separate brokerage activity. 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 a proprietary, risk-based investment platform and an outsourced-agent operational model.
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)
Sibley, IA
Iowa
Ipi Wealth Management
2024 - Present (2 years)
Investment Planners, Inc.
2024 - Present (2 years)
Ipi Wealth Management
2002 - 2024 (22 years)
Investment Planners, Inc.
1999 - 2024 (25 years)
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.
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