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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Sept. 12, 2019
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $231.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

71

name start date
Greg Mankey, AAMS®
March 2016
Paul David Mcconville
March 2013
Randall Stuart Lane
January 2013
Harry Tuller Johnson
August 2019
William Pierce Puryear
January 2007

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Investment Planners, Inc. -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Paul Koshinski Ceo January, 1996 75% or more
      Thomas James Ealy Shareholder July, 2008 10% to 25%
      Mary Jane Yeager Municipal Principal May, 2016 less than 5%
      Michelle Suzanne Hancock Registered Options Principal August, 2016 less than 5%
      Allen Bayard Closser President June, 2017 less than 5%
      Lori Lea Fuerstenberg Chief Compliance Officer November, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees