A Bayard Closser
President @Ipi Wealth Management, Inc
Cincinnati, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2017 — Present
President @Ipi Wealth Management, Inc
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Decatur, IL, US
Securities offered through Investment Planners, Inc, Member FINRA/SIPC. Investment advisory services offered through IPI Wealth Management, Inc.
EDUCATION
N/A
University of Nebraska-Lincoln
BS
SKILLS
FitnessStrategic PlanningSeries 24EquitiesAlternative InvestmentsBusiness DevelopmentWealth ManagementEtfsSalesSeries 7Fixed AnnuitiesAsset AllocationMutual FundsCoachingSecurities RegulationSecuritiesNew Business DevelopmentSeries 63Retirement PlanningFinraFinancial AdvisoryFinancial ServicesRetirementReal EstateInvestment AdvisoryAsset ManagementInvestments
ABOUT A BAYARD CLOSSER
Senior investment management executive with 25+ years’ experience, recognized for…
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