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.
Firm
IPI Wealth Management, Inc.
Location
Alton, IL 62002
Credentials
Series 63, Series 65
Industry experience
2 years
Fixed fees for financial planning typically range 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%
Some IARs receive commissions as registered representatives of affiliated broker-dealer and/or as insurance agents, separate from advisory fees.
Hourly charges range from $150 to $250 per hour for financial planning services.
Investment Planners Wealth Management
2021 - Present (5 years)
Knights of Columbus
2019 - 2021 (2 years)
Hyvee
2018 - 2019 (1 year)
Spring Lake Country Club
2016 - 2018 (2 years)
Unemployed
2013 - 2016 (3 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
Glen Carbon, IL
Merrill
Michael Cohan is the Resident Director of Merrill’s Metro East office in Swansea, Illinois. He joined Merrill in 2002 and brings over 20 years of experience in wealth management. His tenure includes more than a decade on the Merrill St. Louis Leadership Team and several years serving as a Financial Advisor on The Gray Group Wealth Management Team. Michael’s expertise focuses on family wealth management strategies, retirement planning, investment consulting, and helping professionals and business owners achieve their financial goals through advice, planning, and investment management. He holds bachelor's degrees in Finance and Management of Information Systems from Florida State University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael and his family reside in Glen Carbon, Illinois. Outside of work, he enjoys spending time with family and friends, playing golf, traveling, and supporting local community organizations such as the Madison County of Illinois Child Advocacy Center.
ChFC®, Series 63, Series 66
Florissant, MO
Edward Jones
CFP®, Series 66
Edwardsville, IL
Edward Jones
CFP®, Series 66
Florissant, MO
Edward Jones
CFP®, Series 66
Florissant, MO
Edward Jones
CFP®, Series 66
Wood River, IL
Edward Jones
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