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Cole Closser

Ipi Wealth Management, Inc.

Decatur, IL

Gainesville, FL

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Current Employers
Ipi Wealth Management, Inc.

226 W. Eldorado, Decatur, IL 62522 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-28
  • FL RA
    APPROVED
    Since 2025-04-28

Branch Locations

226 W. Eldorado, Decatur, IL 62522 • United States

Gainesville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hudson Maynard Adult Learning Center Hudson MA 09/2017 03/2018
Audley Travel Boston MA 04/2018 11/2019
Clark University Worcester MA 01/2020 04/2022
Idp Connect London 04/2022 12/2024
Beda Program - Escuelas Católicas De Madrid Madrid 09/2016 06/2017
Investment Planners Inc Decatur IL 12/2024 Present
Ipi Wealth Management, Inc Decatur IL 04/2025 Present
  • 09/2017 → 03/2018
    Hudson Maynard Adult Learning Center
    Hudson, MA
  • 04/2018 → 11/2019
    Audley Travel
    Boston, MA
  • 01/2020 → 04/2022
    Clark University
    Worcester, MA
  • 04/2022 → 12/2024
    Idp Connect
    London
  • 09/2016 → 06/2017
    Beda Program - Escuelas Católicas De Madrid
    Madrid
  • 12/2024 → Present
    Investment Planners Inc
    Decatur, IL
  • 04/2025 → Present
    Ipi Wealth Management, Inc
    Decatur, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-27
S65 Uniform Investment Adviser Law Examination 2025-04-17
  • S63 Uniform Securities Agent State Law Examination
    2026-02-27
  • S65 Uniform Investment Adviser Law Examination
    2025-04-17
Other Names
  • Cole Bayard Closser

View on SEC IAPD

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DAVID PAUL KOSHINSKI
ALAN FULK

Other Offices

IPI WEALTH MANAGEMENT, INC. · Decatur, IL
CETERA INVESTMENT ADVISERS LLC · DECATUR, IL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · DECATUR, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Decatur, IL
LPL FINANCIAL LLC · DECATUR, IL
WELLS FARGO CLEARING SERVICES, LLC · DECATUR, IL
EQUITABLE ADVISORS, LLC · DECATUR, IL
EQUITABLE ADVISORS, LLC · DECATUR, IL

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