Charles
Skemp

Ipi Wealth Management, Inc

CRD#7570254
Investment Advisor
in Naples, FL

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About this Advisor

Charles Skemp is a financial advisor based in Naples, Florida, working with Ipi Wealth Management, Inc. Charles has previously held positions at Dubuque Golf And Country Club, The Summit, Menards, Ron Smith And Sons Construction, Skemp Company: Investment Advisors, Investment Planners Inc, School, and Extreem Stump Removal. Charles has passed the Series 65 regulatory exam and is registered to provide services in Florida and Iowa. Currently, Charles is part of Ipi Wealth Management, Inc, which operates out of Naples, Florida. The firm has 43 offices and 78 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Ipi Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Naples, FL

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Ipi Wealth Management, Inc Brokerage Details

Total Assets Under Management

$2,147,470,454

FL Average: $6,674,516,078
Total Number of Employees

78

FL Average: 44
Total Number of Accounts

10,573

FL Average: 2,564
Average Account Size

$203,109

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Charles Skemp Work History

2015 - Present (10 years)

Skemp Company: Investment Advisors

2015 - Present (10 years)

Investment Planners Inc

2020 - 2020 (< 1 year)

Extreem Stump Removal

2019 - 2023 (4 years)

The Summit

2019 - 2019 (< 1 year)

Ron Smith And Sons Construction

2018 - 2018 (< 1 year)

Menards

2017 - 2018 (1 year)

Dubuque Golf And Country Club

2012 - 2017 (5 years)

School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Charles Skemp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ipi Wealth Management, Inc

Michelle Hancock
Decatur, IL
Jose Acosta Jordan
San Juan, PR
Garvis Owens
Decatur, IL
Mark Berndt
Decatur, IL
Craig Moncey
Decatur, IL
Nathan Hoebing
Decatur, IL
Adin Rodriguez
Decatur, IL
Justin Dietrich
Decatur, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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