David Dahl

service advisor at Investment Planners - Decatur, IL, US

David Dahl's Colleagues at Investment Planners
Galen Unruh

registered representative

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Chris Mackenzie

registered representative

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John Dickey

broker dealer operations specialist

Contact John Dickey

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David Dahl's Contact Details
HQ
217-425-9581
Location
Company
Investment Planners
David Dahl's Company Details
Investment Planners logo, Investment Planners contact details

Investment Planners

Decatur, IL, US • 250 - 499 Employees
Financial Services

When David P. Koshinski, CEO of Investment Planners, laid out his vision more than 30 years ago, he planned to grow IPI using Integrity, Performance and Innovation.As IPI references Integrity, Performance and Innovation, Mr. Koshinski states that this foundation "Is more than just a name – It is how we do business."IPI has Advisors in 26 states and IPI Wealth Management, the RIA was named one of the Top 10 Fastest Growing Firms by Financial Advisory Magazine in 2008. The growth of Investment Planners has not happened by chance. History has shown that Advisors from across the country have joined IPI to become a part of the innovation that has branded IPI as a pioneer in the financial industry.At IPI, we welcome a challenge. We strive each day to raise our levels of service, and we embrace new goals while creating avenues to service a community of diverse and sophisticated Advisors.In addition, IPI realizes that Innovation alone is not enough to guarantee Performance. Our superior customer service, tools to assist growth and business development, practice management instruction, and products and services focused around a philosophy of Strategic Lifestyle and Wealth Management have created partnerships and referrals that continue to generate growth and national recognition. Our Advisors are the best in the industry. Together we are family… creating a partnership that is increasingly awarded the title of being one of the best… that is how we do business.

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Frequently Asked Questions about David Dahl
David Dahl currently works for Investment Planners, Inc. -- IPI Wealth Management, Inc.
David Dahl's role at Investment Planners, Inc. -- IPI Wealth Management, Inc is service advisor.
David Dahl's email address is ***@investment-planners.com. To view David Dahl's full email address, please signup to ConnectPlex.
David Dahl works in the Financial Services industry.
David Dahl's colleagues at Investment Planners are Galen Unruh, Tina Garkie, Tricia Santos, Chris Mackenzie, Dave Ruths, John Dickey, Teanna Johnson and others.
David Dahl's phone number is ["+13193133820"]
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