Lucas Prather

Yockey Financial Services, LLC

Role: Yockey Financial Services at Ipi Wealth Management, Inc
Location: Shelbyville, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Yockey Financial Services
Ipi Wealth Management, Inc
Aug 2023 — Present · Shelbyville, IL, US

Education

Murray State University
Bachelor of Science
2012 — 2016
University of Alabama at Birmingham
Master of Science
2016 — 2019

Skills

Microsoft Office
Powerpoint
Public Speaking
Microsoft Excel
Microsoft Word
Event Planning
Teamwork
Time Management
Leadership
Social Media
Social Networking
Facebook
Public Relations
Event Management
Fundraising
Social Media Marketing
Nonprofits
Photoshop
Coaching
Teaching
Sports
Project Management
Marketing
Strategic Planning
Community Outreach
Editing
Mentoring
Team Leadership
Writing
Statistics
Student Affairs
Leadership Development
Communication
Research

Contact information

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Work email
•••••@investment-planners.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Ipi Wealth Management, Inc

Financial Services · 86 employees · Founded 1987 · Decatur, Illinois, United States

The Power of Connection to Solutions and Expertise. IPI Wealth Management supports independent financial professionals nationwide, giving them the freedom to run their business their way. Advisors can serve clients without worry knowing they’re connected to a powerful network and top-tier solutions. OUR VALUES: Over 35 years ago, we were founded with our core values of INTEGRITY, PERFORMANCE and INNOVATION. These values are key to how we operate. IPI is a purpose-built partner for independent financial professionals who want freedom, support, and a home office that serves you. With deep experience, no hidden agendas, and an unwavering commitment to your success, IPI offers what many claim, but few truly deliver. OUR SOLUTIONS: We support advisors with the personalized services, scalable solutions, and deep industry experience they need to thrive. From compliance and technology to marketing and investment solutions, our team helps advisors focus on what matters most: serving clients and building lasting impact. Specialties: RIA Transition & Independence Support Compliance & Risk Management Technology & Practice Management Solutions Back-Office & Operational Support Investment Platforms & Research Marketing & Growth Strategies Our Priorities: 1. Make Your Services Competitive 2. Minimize Tasks That Hold You Back 3. Improve Your Clients’ Experience 4. Strengthen Your Independent Business 5. Connect You To Solutions & Advice 6. Champion Your Vision 7. Operate with integrity “IPI exists to give independent financial professionals the freedom and support you need to help your clients achieve their goals.”

investment-planners.com

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Experience

Yockey Financial Services

Education

Murray State University

University of Alabama at Birmingham

Skills

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