Roberto Guzman vidal
Investment adviser representative at Ipi Wealth Management, Inc.
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.7BFirm assets
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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
18 years in the industry.
- Ipi Wealth Management, Inc.Oct 2020 to now
- Investment Palnners Inc.Oct 2020 to now
- Investment Planners Wealth ManagementOct 2020 to now
- Mass Mutual Life Insurance CompanyDec 2008 to Oct 2020
- MML Investors Services IncDec 2008 to Oct 2020
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (PR).
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
- 5660932
- Firm CRD
- 111872