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Michelle Suzanne Hancock

Investment adviser representative at Ipi Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
$2.7BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Ipi Wealth Management, Inc.Jul 2014 to now
  2. Investment Planners IncJul 2014 to now

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (IL).

Ipi Wealth Management, Inc.

Legal name: Koshinski Asset Management, Inc.-dba Ipi Asset Management, Inc.

$2.7BAssets managed
13,260Clients
68Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4934512
Firm CRD
111872
Advisor's SEC record (opens in a new tab)
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