Egan Franzen
Investment adviser representative at Ipi Wealth Management, Inc.
10 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
10 years in the industry.
- Ipi Wealth Management, Inc.Jun 2026 to now
- Emberwood CapitalJun 2026 to now
- University of IllinoisAug 2025 to May 2026
- Cypress Tax & ConsultingJan 2025 to Apr 2025
- Prairie WindsMay 2024 to May 2026
- WalmartMay 2023 to May 2024
- Crawford’s Pizza & PubMar 2022 to Apr 2023
- SchoolSep 2021 to Feb 2022
- Mc DonaldsMay 2021 to Aug 2021
- StudentMay 2016 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8230711
- Firm CRD
- 111872