Kevin Douglas Taylor
Investment adviser representative at Ipi Wealth Management, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets
Are you Kevin Douglas Taylor? Claim your profile
Contact this firm
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
15 years in the industry.
- Ipi Wealth Management, Inc.Nov 2024 to now
- Investment Planners Wealth Management, Inc.Nov 2024 to now
- Investment Planners IncSep 2024 to now
- Cambridge Investment Research Advisors, Inc.Jun 2024 to Sep 2024
- Cambridge Investment Research, Inc.Jun 2024 to Sep 2024
- Investment Planners Inc.Oct 2009 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5724858
- Firm CRD
- 111872