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Investment Adviser Firm Summary
IPI WEALTH MANAGEMENT, INC. ( CRD # 111872/SEC#:801-56878 )
IPI ASSET MANAGEMENT, INC., VOGEL & COMPANY, LLC, KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC., KOSHINSKI ASSET MANAGEMENT, INC. DBA INVESTMENT PLANNERS, KOSHINSKI ASSET MANAGEMENT INC.…
View latest Form ADV filedPart 2 BrochuresPart 3 Relationship Summary

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved11/1/1999
NOTICE FILINGS

Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.

JURISDICTIONEFFECTIVE DATE
Alabama4/19/2011
Arizona3/19/2010
Arkansas4/11/2005
California4/5/2005
Colorado4/5/2005
Connecticut6/20/2013
Florida3/7/2002
Georgia1/11/2006
Hawaii7/22/2015
Idaho11/2/2004
Illinois1/13/1995
Indiana3/28/2001
Iowa3/11/2002
Kansas11/14/2005
Kentucky8/13/2001
Louisiana12/8/2006
Maine1/3/2014
Maryland5/8/2007
Massachusetts1/3/2014
Michigan1/6/2003
Minnesota5/12/2004
Mississippi3/6/2002
Missouri3/28/2001
Montana11/5/2019
Nebraska10/20/2003
Nevada9/10/2019
New Hampshire12/8/2006
New Jersey12/18/2006
New Mexico4/30/2003
New York12/8/2006
North Carolina9/7/2005
Ohio1/11/2006
Oklahoma1/6/2003
Oregon1/3/2014
Pennsylvania12/8/2006
Puerto Rico9/23/2016
Rhode Island8/6/2010
South Carolina1/10/2005
South Dakota1/14/2004
Tennessee3/7/2002
Texas1/10/2005
Utah1/3/2014
Vermont4/5/2005
Virginia1/11/2006
Washington12/1/2010
West Virginia3/19/2010
Wisconsin3/8/2004
EXEMPT REPORTING ADVISERS

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

Not Currently an Exempt Reporting Adviser
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.