Calvin Lavery
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.Aug 2026 to now
- Emberwood Capital PartnersJun 2026 to now
- Taiber Kosmala and Assocaites (taiko)May 2025 to Jul 2025
- North Central CollegeAug 2022 to May 2026
- Quincy Medical GroupMay 2021 to Aug 2024
- Waterworks Car Detail ShopMay 2019 to Aug 2019
- Quincy Notre Dame High SchoolMay 2016 to May 2022
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
- 8238825
- Firm CRD
- 111872