Decatur, IL W Eldorado St. Office

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.

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.

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.

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.

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.

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.

Alan Fulk is a financial advisor at IPI Wealth Management, Inc. in Springfield, IL, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has worked at IPI Asset Management, Inc. since 2004 and Investment Planners, Inc. since 2003. Outside of his advisory role, he serves as treasurer, director, and owner of Fulk Farms Inc. and works as an independent insurance broker specializing in fixed, health, and property & casualty insurance. 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 third-party manager access through an open-architecture platform with proprietary risk-based model suites and a structured investment committee framework.

Joseph Hutmacher is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, with 40 years of industry experience. He has been with Investment Planners, Inc. since 1996 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is also an insurance broker selling fixed insurance products. 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 models and uses an outsourced-agent operational framework to support trade execution and portfolio management.

Jerry Yockey is a financial advisor at IPI Wealth Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Wayne Hummer Investments L.L.C. and Focused Investments L.L.C. Yockey serves as a trustee and is an advisory board member for local financial institutions. 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 models and uses an investment committee framework alongside operational outsourcing for trade execution and reporting.

Eric Lewis is a financial advisor with IPI Wealth Management, Inc. in Decatur, Illinois, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, The O.N. Equity Sales Company, and Ohio National Life Insurance Co/Chesser Financial. Outside of advising, he is a limited partner in a family real estate entity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm provides portfolio management, financial planning, and access to third-party manager programs through an open-architecture platform supported by proprietary risk-based models and an investment committee framework.

Jesse Rupp is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Miller Wealth Management Group, Private Client Services, and Wells Fargo Advisors. He is also a licensed insurance professional selling fixed insurance products. 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 across 66 advisors and offers an open-architecture model with proprietary risk-based portfolios reviewed quarterly by an Investment Committee.

Jason Schwieder is a financial advisor at IPI Wealth Management, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Foresters Equity Services and LifeMark Securities Corp. Since 2011, he has also been an independent insurance agent with Schwieder Insurance Solutions, specializing in life, health, disability, long-term care insurance, and annuities. IPI Wealth Management, Inc. serves individuals, businesses, and retirement plans by providing investment management, financial planning, and access to third-party asset managers. The firm employs an open-architecture model with proprietary, risk-based portfolios and combines strategic asset allocation with active manager oversight.

Garrick Batley is a financial advisor with IPI Wealth Management, Inc. in Quincy, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Investment Planners Inc since 2012. Batley is also employed as a portfolio advisor at Mackenzie/Lavery Investments. 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 utilizes an outsourced-agent model for trade execution and operational management.

Craig Moncey is a financial advisor at IPI Wealth Management, Inc. with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with IPI Wealth Management since 2014. Outside of his advisory role, Moncey is involved in several business ventures, including ownership interests in multiple LLCs and an S-Corp related to financial planning and other business activities. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform built on proprietary, risk-based model suites.

Sinne Mutsaers is a financial advisor at IPI Wealth Management, Inc. holding a Series 66 designation with no prior industry experience. Before joining the firm, she has been a self-employed freelance actress since 2012. 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 across 66 advisors, offering an open-architecture model with proprietary risk-based portfolios and a mix of both ERISA 3(21) advisory and 3(38) discretionary manager services.