A Bayard Closser
President at Investment Planners, Inc. -- IPI Wealth Management, Inc.
- Role
- President at Ipi Wealth Management, Inc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About A Bayard Closser
Senior investment management executive with 25+ years’ experience, recognized for…
Experience
President
Jul 2017 — Present · Decatur, IL, US
Securities offered through Investment Planners, Inc, Member FINRA/SIPC. Investment advisory services offered through IPI Wealth Management, Inc.
Education
University of Nebraska-Lincoln
BS
Skills
- Fitness
- Strategic Planning
- Series 24
- Equities
- Alternative Investments
- Business Development
- Wealth Management
- Etfs
- Sales
- Series 7
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Coaching
- Securities Regulation
- Securities
- New Business Development
- Series 63
- Retirement Planning
- Finra
- Financial Advisory
- Financial Services
- Retirement
- Real Estate
- Investment Advisory
- Asset Management
- Investments
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