David Paul Koshinski

Employer firm

Ipi Wealth Management, Inc. CRD 111872

$2.66B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → Present
  Investment Planners, Inc.
  Decatur, IL

Other Businesses

1-KRAFT FOUNDATION-DECATUR, IL- CHAIRMAN OF FOUNDATION EVANGELISM EXPLOSION INTERNATIONAL, 161 BRADLEY BRANCH ROAD, ARDEN, NC. JUNE 2013. CHAIR OF AUDIT AND FINANCE COMMITTEE. REIMBURSEMENT ONLY, NO COMPENSATION. 10 HRS PER MONTH. 2-Coral Ridge Ministries -- board member on compensation - not investment related -- 5 hours per month 3-Greater Decatur Chamber of Commerce --Vice Chair - not investment related 5 hours per month 4-ParPrint Ministries - board member --- not investment related -- 5 hours per month 5- Evangelism Explosion -Chair of the Audit and Finance Committee, not investment related. 10 hours per month non-market hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-30
• S63 Uniform Securities Agent State Law Examination
  1991-12-03