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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 1b 10b

IPI WEALTH MANAGEMENT, INC.

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC., CRD 111872

DECATUR, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d2fa2da-faf6-c780-b068-acc72070b4c2

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 154
Dated events: 27
On other graphs: 0
Observed: Feb 14, 2012 to Mar 20, 2026
49 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=false bd_reps=62.0
Regulatory AUM: $2.7BItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5B
Private client RAUM: $2.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 68
RAUM per advisor: $39.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 67
Advisory employees: 65
Offices: 39Schedule D 1.F, beyond the principal office
Accounts: 13,260
Individual clients: 12,703
High net worth clients: 435
SEC number: 801-56878
CIK: 1633389
CRD: 111872
Filings on the tape: 49
First filed: Feb 14, 2012
Latest filed: Mar 20, 2026
Organised: Corporation, IL
Website: chrishammann.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 68

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID PAUL KOSHINSKI	n/a	DECATUR, IL	28	34	n/a	yes
JAMES WALTER MINTON	n/a	DECATUR, IL	28	34	n/a	yes
JOSEPH LAWRENCE HUTMACHER	n/a	DECATUR, IL \| SPRINGFIELD, IL	27	35	n/a	yes
JOHN MICHAEL LAVERY	n/a	QUINCY, IL	26	31	n/a	yes
CHRIS CHARLES HAMMANN	n/a	CARLINVILLE, IL	25	33	n/a	yes
JOHN PATRICK MURPHY	n/a	CASEY, IL	25	29	n/a	yes
CHARLES ROGER SKEMP	n/a	Dubuque, IA	24	41	n/a	yes
TIMOTHY ALLEN NOBLES	n/a	Spirit Lake, IA	24	27	n/a	yes
BART WILKINS JONES	n/a	BRENTWOOD, TN	22	28	n/a	yes
SCOTT DOUGLAS WINTERS	n/a	BRENTWOOD, TN	22	29	n/a	yes
NATHAN LEE REWERTS	n/a	DECATUR, IL \| TOPEKA, KS	20	29	2	yes
EDDIE DEAN HART	n/a	BURLINGTON, IA \| DECATUR, IL	19	41	n/a	yes
JAMES EDWARD HAMILTON	n/a	DECATUR, IL \| Brentwood, TN	19	28	1	no
JULIE-ANNE PICKETT	n/a	MACOMB, IL \| DECATUR, IL	18	28	n/a	yes
JENNIFER KAY LARSON	Certified Financial Planner\|Chartered Financial Consultant	DECATUR, IL \| YANKTON, SD	18	18	n/a	yes
DAVID WAYNE RUTHS	Certified Financial Planner	CHICAGO, IL	18	26	n/a	yes
GREGORY JAMES MCGINN	n/a	DECATUR, IL \| DUBUQUE, IA	17	40	1	yes
JOHN M HART	n/a	DECATUR, IL \| CHARLOTTE, NC	16	18	1	yes
ALAN FULK	n/a	Springfield, IL \| DECATUR, IL	14	26	2	yes
RANDALL STUART LANE	n/a	SAVOY, IL	13	20	n/a	yes
CRAIG WAYNE MONCEY	Chartered Financial Consultant	Quincy, IL \| DECATUR, IL	12	27	2	yes
GARRICK GEORGE BATLEY	n/a	DECATUR, IL \| QUINCY, IL	12	14	n/a	yes
MICHELLE SUZANNE HANCOCK	n/a	DECATUR, IL	12	21	1	yes
DAVID JERRY VOLANTE	n/a	South Lyon, MI	11	39	1	yes
MONTE RHAE HAZELBAKER	n/a	CINCINNATI, OH	10	27	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLOSSER, ALLEN, BAYARD	President	B	yes	06/2017	Mar 20, 2026	Mar 20, 2026
FUERSTENBERG, LORI, LEA	CHIEF COMPLIANCE OFFICER	Na	yes	11/2018	Mar 20, 2026	Mar 20, 2026
HANCOCK, MICHELLE, SUZANNE	CHIEF OPERATIONS OFFICER	Na	yes	08/2025	Mar 20, 2026	Mar 20, 2026
KOSHINSKI, DAVID, PAUL	Ceo	E	yes	01/1996	Mar 20, 2026	Mar 20, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INVESTMENT PLANNERS, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Quincy	IL	United States	5	yes
Dubuque	Ia	United States	4	yes
BOWLING GREEN	Ky	United States	3	yes
SAN JUAN	Pr	United States	3	yes
Macomb	IL	United States	2	yes
Quincy	IL	United States	2	yes
Fortville	In	United States	2	yes
Yankton	Sd	United States	2	yes
Brentwood	Tn	United States	2	yes
Nashville	Tn	United States	2	no
Dallas	TX	United States	2	yes
n/a	n/a	n/a	2	yes
n/a	n/a	n/a	2	yes
Burlington	Ia	United States	1	yes
Alton	IL	United States	1	yes
Bloomington	IL	United States	1	yes
MT ZION	IL	United States	1	yes
Shelbyville	IL	United States	1	yes
Greensburg	In	United States	1	yes
Neenah	Wi	United States	1	yes
n/a	n/a	n/a	1	no
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$2.7B	$2.5B	67	65	39	n/a	n/a
2024	Mar 24, 2025	$2.2B	$2.1B	73	71	40	n/a	n/a
2023	Mar 22, 2024	$2.1B	$2.0B	78	75	43	n/a	n/a
2022	Mar 23, 2023	$1.8B	$1.6B	81	78	43	n/a	n/a
2021	Mar 24, 2022	$1.9B	$1.7B	82	82	46	n/a	n/a
2020	Mar 19, 2021	$1.2B	$980M	78	78	46	n/a	n/a
2019	Mar 18, 2020	$1.1B	$827M	74	74	48	n/a	n/a
2018	Mar 22, 2019	$1.2B	$690M	79	79	48	n/a	n/a
2017	Mar 1, 2018	$1.4B	$988M	80	80	48	n/a	n/a
2016	Mar 24, 2017	$1.1B	$909M	84	84	n/a	n/a	n/a
2015	Mar 29, 2016	$995M	$622M	12	7	n/a	n/a	n/a
2014	Mar 20, 2015	$1.3B	$826M	12	7	n/a	n/a	n/a
2013	Mar 25, 2014	$1.3B	$1.0B	12	7	n/a	n/a	n/a
2012	Apr 3, 2013	$1.0B	$804M	12	7	n/a	n/a	n/a
2011	Feb 14, 2012	$628M	$415M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	4	-2	5.9%	1	1	0	8	18

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.7B	$2.2B	18.1%	$1.8B	14.3%	67	73	39	40

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CONCURRENT INVESTMENT ADVISORS, LLC	2	Aug 8, 2024	Aug 8, 2024	DALLAS, TX	Team lift out	Ibd to RIA	3.2%
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4	Jul 1, 2024	Jun 19, 2024	BOWLING GREEN, KY	Team lift out	Ibd to ibd	6.1%
CETERA ADVISOR NETWORKS LLC	4	Feb 20, 2019	Jan 31, 2019	CHAMPAIGN, IL	Team lift out	Ibd to ibd	8.0%
AMERIPRISE FINANCIAL SERVICES, LLC	3	Feb 1, 2019	Nov 26, 2018	TERRE HAUTE, IN	Team lift out	Ibd to ibd	5.7%
4WEALTH ADVISORS, INC.	3	Aug 1, 2017	Jul 31, 2017	ORLAND PARK, IL	Team lift out	Other	5.9%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Sep 5, 2024	Nov 12, 2024	BOWLING GREEN, KY	Team lift out	Ibd to ibd	0.1%
NPA ASSET MANAGEMENT, LLC	2	Oct 21, 2020	Oct 20, 2020	FAIR LAWN, NJ	Team lift out	Ibd to ibd	4.2%

Relationships

showing 80 of 154

Registered with (78)

← CHRISTINE ANNE RONDEAUAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← Calvin LaveryAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← Tanner Aaric BartlowAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← Sinne MutsaersAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← Egan FranzenAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← TAD LUEBBEHUSENAdvisorregistration: current employment
Mar 27, 2026 to presentfactForm ADV
← JORDAN MICHAEL COLBROOKAdvisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
← Tyson LanterAdvisorregistration: current employment
Jul 9, 2025 to presentfactForm ADV
← GALEN KEITH UNRUHAdvisorregistration: current employment
Jun 25, 2025 to presentfactForm ADV
← JEFFREY MICHAEL KUCHINSKYAdvisorregistration: current employment
May 6, 2025 to presentfactForm ADV
← Cole ClosserAdvisorregistration: current employment
Apr 28, 2025 to presentfactForm ADV
← Kevin Douglas TaylorAdvisorregistration: current employment
Nov 12, 2024 to presentfactForm ADV
← Karen R ReynoldsAdvisorregistration: current employment
Oct 16, 2024 to presentfactForm ADV
← Stephen M PetersAdvisorregistration: current employment
Oct 14, 2024 to presentfactForm ADV
← Charles Jordan SkempAdvisorregistration: current employment
May 4, 2024 to presentfactForm ADV
← Mark D BerndtAdvisorregistration: current employment
Feb 1, 2024 to presentfactForm ADV
← Matthew Thomas PladersAdvisorregistration: current employment
Sep 22, 2023 to presentfactForm ADV
← Jose Ivan Acosta JordanAdvisorregistration: current employment
Aug 17, 2023 to presentfactForm ADV
← James Lee HuberAdvisorregistration: current employment
Jul 10, 2023 to presentfactForm ADV
← Nathan Joseph HoebingAdvisorregistration: current employment
Jun 20, 2023 to presentfactForm ADV
← STACI L LEITZINGERAdvisorregistration: current employment
Jan 27, 2023 to presentfactForm ADV
← Eric M LewisAdvisorregistration: current employment
Jan 3, 2023 to presentfactForm ADV
← JORGE M RODRIGUEZ-BONANOAdvisorregistration: current employment
Nov 19, 2021 to presentfactForm ADV
← KENT DAVID STEGEMANAdvisorregistration: current employment
May 26, 2021 to presentfactForm ADV
← JESSE DEAN RUPPAdvisorregistration: current employment
Jan 28, 2021 to presentfactForm ADV
← Justin Wyatt DietrichAdvisorregistration: current employment
Jan 28, 2021 to presentfactForm ADV
← ERIC G ORTIZ-BERRIOSAdvisorregistration: current employment
Oct 20, 2020 to presentfactForm ADV
← ROBERTO GUZMAN VIDALAdvisorregistration: current employment
Oct 20, 2020 to presentfactForm ADV
← ANDREW L DEJONGAdvisorregistration: current employment
Jul 20, 2020 to presentfactForm ADV
← Garvis Kelby OwensAdvisorregistration: current employment
Apr 1, 2020 to presentfactForm ADV
and 48 more

Moved with (2)

← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Sep 5, 2024 to Nov 12, 2024factForm ADV
→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Aug 8, 2024 to Aug 8, 2024factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Robert Matthew Sweas left Ipi Wealth Management, Inc. for Lifeworks Advisors, Llc (registered 2026-07-28)
Form ADVobserved 5 days ago
Occurred
Apr 28, 2026
Advisor changed firm
Chad C Altadonna left Ipi Wealth Management, Inc. for United Planners' Financial Services Of America A Limited Partner (registered 2026-05-15)
Form ADVobserved 5 days ago
Occurred
Feb 10, 2026
Advisor changed firm
Alwin F Martinez Gonzalez left Ipi Wealth Management, Inc. for Lpl Financial Llc (registered 2026-05-18)
Form ADVobserved 5 days ago
Occurred
Sep 29, 2025
Advisor changed firm
Philip Wesley Wegman left Ipi Wealth Management, Inc. for Journey Beyond Wealth (registered 2025-10-21)
Form ADVobserved 5 days ago
Occurred
Sep 8, 2025
Advisor changed firm
Cory Reid Neumiller left Ipi Wealth Management, Inc. for Bonfire Financial, Llc (registered 2025-09-12)
Form ADVobserved 5 days ago
Occurred
Aug 8, 2025
Advisor changed firm
Lee Joseph Nosbisch left Ipi Wealth Management, Inc. for Lpl Enterprise, Llc (registered 2026-07-16)
Form ADVobserved 5 days ago
Occurred
Jan 2, 2025
Advisor changed firm
Paul Reynold Brown left Ipi Wealth Management, Inc. for Clearstone Wealth Management, Llc (registered 2025-02-13)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Gregory Carl Barson left Ipi Wealth Management, Inc. for Lpl Financial Llc (registered 2025-04-09)
Form ADVobserved 5 days ago
Occurred
Sep 5, 2024
Team lift-out
2 advisors left Cambridge Investment Research Advisors, Inc. (Bowling Green, KY) for Ipi Wealth Management, Inc. on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Aug 8, 2024
Team lift-out
2 advisors left Ipi Wealth Management, Inc. (Dallas, TX) for Concurrent Investment Advisors, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Aug 8, 2024
Advisor changed firm
Joshua Christian Hoff left Ipi Wealth Management, Inc. for Concurrent Investment Advisors, Llc (registered 2024-08-08)
Form ADVobserved 5 days ago
Occurred
Aug 8, 2024
Advisor changed firm
Lora Jane Hoff left Ipi Wealth Management, Inc. for Concurrent Investment Advisors, Llc (registered 2024-08-07)
Form ADVobserved 5 days ago
Occurred
Jul 1, 2024
Team lift-out
4 advisors left Ipi Wealth Management, Inc. (Bowling Green, KY) for Cambridge Investment Research Advisors, Inc. on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Jul 1, 2024
Advisor changed firm
Brady Thomas Reynolds left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2024-06-18)
Form ADVobserved 5 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Michael Wayne Newton left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2024-06-19)
Form ADVobserved 5 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Karen R Reynolds left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2024-06-18)
Form ADVobserved 5 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Kevin Douglas Taylor left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2024-06-18)
Form ADVobserved 5 days ago
Occurred
Feb 29, 2024
Advisor changed firm
David Dahl left Ipi Wealth Management, Inc. for Integrated Wealth Concepts Llc (registered 2024-03-12)
Form ADVobserved 5 days ago
Occurred
Feb 1, 2024
Advisor changed firm
David Cleary left Ipi Wealth Management, Inc. for Fortis Capital Advisors, Llc (registered 2024-02-05)
Form ADVobserved 5 days ago
Occurred
Jan 24, 2024
Advisor changed firm
Patrick Mullin left Ipi Wealth Management, Inc. for Fortis Capital Advisors, Llc (registered 2024-02-18)
Form ADVobserved 5 days ago
Occurred
Nov 21, 2023
Advisor changed firm
Regina Unger left Ipi Wealth Management, Inc. for Kcd Financial, Inc. (registered 2024-01-03)
Form ADVobserved 5 days ago
Occurred
Jun 26, 2023
Advisor changed firm
Maxwell Jason Gensler left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-01-17)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2023
Control person left
Jane Mary Yeager (Municipal Principal) no longer on Schedule A of Ipi Wealth Management, Inc. (listed 2022-11-29, absent 2023-03-23)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2023
Advisor changed firm
Richard Hunter left Ipi Wealth Management, Inc. for Lpl Financial Llc (registered 2025-11-06)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2022
Advisor changed firm
Michael Balch left Ipi Wealth Management, Inc. for Ip Financial Advisory Services Llc (registered 2023-12-01)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2022
Regulatory AUM changed
Ipi Wealth Management, Inc. reported RAUM $1.9B, up 56% from $1.2B (2021-03-19 to 2022-03-24)
Form ADVobserved 5 days ago
$674M
Occurred
Feb 10, 2022
Advisor changed firm
Brenton D Ernsbarger left Ipi Wealth Management, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-06-01)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d2fa2da-faf6-c780-b068-acc72070b4c2
First observed: Feb 14, 2012
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IPI WEALTH MANAGEMENT, INC.

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC., CRD 111872

DECATUR, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d2fa2da-faf6-c780-b068-acc72070b4c2

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID PAUL KOSHINSKI

n/a

DECATUR, IL

n/a

yes

JAMES WALTER MINTON

n/a

DECATUR, IL

n/a

yes

JOSEPH LAWRENCE HUTMACHER

n/a

DECATUR, IL | SPRINGFIELD, IL

n/a

yes

JOHN MICHAEL LAVERY

n/a

QUINCY, IL

n/a

yes

CHRIS CHARLES HAMMANN

n/a

CARLINVILLE, IL

n/a

yes

JOHN PATRICK MURPHY

n/a

CASEY, IL

n/a

yes

CHARLES ROGER SKEMP

n/a

Dubuque, IA

n/a

yes

TIMOTHY ALLEN NOBLES

n/a

Spirit Lake, IA

n/a

yes

BART WILKINS JONES

n/a

BRENTWOOD, TN

n/a

yes

SCOTT DOUGLAS WINTERS

n/a

BRENTWOOD, TN

n/a

yes

NATHAN LEE REWERTS

n/a

DECATUR, IL | TOPEKA, KS

yes

EDDIE DEAN HART

n/a

BURLINGTON, IA | DECATUR, IL

n/a

yes

JAMES EDWARD HAMILTON

n/a

DECATUR, IL | Brentwood, TN

JULIE-ANNE PICKETT

n/a

MACOMB, IL | DECATUR, IL

n/a

yes

JENNIFER KAY LARSON

Certified Financial Planner|Chartered Financial Consultant

DECATUR, IL | YANKTON, SD

n/a

yes

DAVID WAYNE RUTHS

Certified Financial Planner

CHICAGO, IL

n/a

yes

GREGORY JAMES MCGINN

n/a

DECATUR, IL | DUBUQUE, IA

yes

JOHN M HART

n/a

DECATUR, IL | CHARLOTTE, NC

yes

ALAN FULK

n/a

Springfield, IL | DECATUR, IL

yes

RANDALL STUART LANE

n/a

SAVOY, IL

n/a

yes

CRAIG WAYNE MONCEY

Chartered Financial Consultant

Quincy, IL | DECATUR, IL

yes

GARRICK GEORGE BATLEY

n/a

DECATUR, IL | QUINCY, IL

n/a

yes

MICHELLE SUZANNE HANCOCK

n/a

DECATUR, IL

yes

DAVID JERRY VOLANTE

n/a

South Lyon, MI

yes

MONTE RHAE HAZELBAKER

n/a

CINCINNATI, OH

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLOSSER, ALLEN, BAYARD

President

yes

06/2017

Mar 20, 2026

FUERSTENBERG, LORI, LEA

CHIEF COMPLIANCE OFFICER

yes

11/2018

Mar 20, 2026

HANCOCK, MICHELLE, SUZANNE

CHIEF OPERATIONS OFFICER

yes

08/2025

Mar 20, 2026

KOSHINSKI, DAVID, PAUL

Ceo

yes

01/1996

Mar 20, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INVESTMENT PLANNERS, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Quincy

United States

yes

Dubuque

United States

yes

BOWLING GREEN

United States

yes

SAN JUAN

United States

yes

Macomb

United States

yes

Quincy

United States

yes

Fortville

United States

yes

Yankton

United States

yes

Brentwood

United States

yes

Nashville

United States

Dallas

United States

yes

n/a

yes

n/a

yes

Burlington

United States

yes

Alton

United States

yes

Bloomington

United States

yes

MT ZION

United States

yes

Shelbyville

United States

yes

Greensburg

United States

yes

Neenah

United States

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$2.7B

$2.5B

n/a

2024

Mar 24, 2025

$2.2B

$2.1B

n/a

2023

Mar 22, 2024

$2.1B

$2.0B

n/a

2022

Mar 23, 2023

$1.8B

$1.6B

n/a

2021

Mar 24, 2022

$1.9B

$1.7B

n/a

2020

Mar 19, 2021

$1.2B

$980M

n/a

2019

Mar 18, 2020

$1.1B

$827M

n/a

2018

Mar 22, 2019

$1.2B

$690M

n/a

2017

Mar 1, 2018

$1.4B

$988M

n/a

2016

Mar 24, 2017

$1.1B

$909M

n/a

2015

Mar 29, 2016

$995M

$622M

n/a

2014

Mar 20, 2015

$1.3B

$826M

n/a

2013

Mar 25, 2014

$1.3B

$1.0B

n/a

2012

Apr 3, 2013

$1.0B

$804M

n/a

2011

Feb 14, 2012

$628M

$415M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

5.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.7B

$2.2B

18.1%

$1.8B

14.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CONCURRENT INVESTMENT ADVISORS, LLC

Aug 8, 2024

DALLAS, TX

Team lift out

Ibd to RIA

3.2%

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 1, 2024

Jun 19, 2024

BOWLING GREEN, KY

Team lift out

Ibd to ibd

6.1%

CETERA ADVISOR NETWORKS LLC

Feb 20, 2019

Jan 31, 2019

CHAMPAIGN, IL

Team lift out

Ibd to ibd

8.0%

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 1, 2019

Nov 26, 2018

TERRE HAUTE, IN

Team lift out

Ibd to ibd

5.7%

4WEALTH ADVISORS, INC.

Aug 1, 2017

Jul 31, 2017

ORLAND PARK, IL

Team lift out

Other

5.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sep 5, 2024

Nov 12, 2024

BOWLING GREEN, KY

Team lift out

Ibd to ibd

0.1%

NPA ASSET MANAGEMENT, LLC

Oct 21, 2020

Oct 20, 2020

FAIR LAWN, NJ

Team lift out

Ibd to ibd

4.2%