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Randall L

Series 63, Series 66

Savoy, IL

IPI Wealth Management, Inc.

Randall Lane is a financial advisor at IPI Wealth Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Investment Planners, Inc. since 2006. In addition to his advisory role, Lane teaches courses at Eastern Illinois University’s Lumpkin College of Business and Technology. IPI Wealth Management serves a diverse range of retail and institutional clients, offering portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and employs an outsourced-agent operational model to support trade execution and performance reporting.

ESG / Sustainable investing Retirement income strategy
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