Advisor at IPI Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Kennett, MO 63857
Credentials
Series 63, Series 65
Industry experience
38 years
Charles Brown is a financial advisor at IPI Wealth Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wilbanks Securities and Cabot Lodge Securities. Outside of advising, he serves as unit committee chairman for local Boy Scout and Cub Scout troops affiliated with the Kiwanis Club of Kennett, MO, and is president of American Agency Insurance Group, a non-investment-related role. IPI Wealth Management serves a broad range of retail and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture platform with proprietary risk-based model suites and employs an outsourced-agent operational model for trade execution and related services.
Based on IPI Wealth Management, Inc.
Based on IPI Wealth Management, Inc.
Financial planning fixed fees ranging approximately from $750 to $5,000 or more depending on complexity
$0 - $250,000: 2.0% $250,001 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Commissions and 12b-1 fees earned by affiliated broker-dealer on securities and insurance transactions, separate from advisory fees
Hourly financial planning fees negotiable, typically $150 to $250 per hour
Fee-only: Financial planning fees charged hourly ($150 to $250 per hour) or fixed fee basis ($750 to $5,000 or more)
204 St. Francis St.
Kennett, MO 63857
Missouri
Investment Planners, Inc.
2017 - Present (9 years)
Cabot Lodge Securities LLC
2017 - 2017 (1 year)
Wilbanks Securities
2003 - 2017 (14 years)
Baker Welman Brown Insurance
1986 - Present (40 years)
Baker Welman Brown Financial Services
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Kennett, MO
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Series 66
Kennett, MO
Edward Jones
Donald Collins is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 credential. He has been with Edward Jones since 2012. Outside of his financial advisory role, Collins serves as the Presiding Commissioner of Dunklin County, Missouri, overseeing the county budget and buildings, and is involved in a seasonal fireworks business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with services that include tax-efficient management and securities-based lending.
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