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Cole C
Series 63, Series 65
Gainesville, FL
IPI Wealth Management, Inc.
Cole Closser is a financial advisor at IPI Wealth Management, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Investment Planners Inc and IDP Connect. Prior to his advisory roles, he held positions at Clark University and Audley Travel. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers a range of proprietary, risk-based model portfolios within an open-architecture platform.
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