Founded in 1992, Investment Professionals, Inc. (IPI) is a privately-held investment and insurance brokerage firm that specializes in establishing and managing investment programs for community-based financial institutions, such as banks and credit unions. IPI's business model focuses on providing the infrastructure, support, and financial professionals necessary for its partner institutions to offer a wide range of investment products and services to their clients, including stocks, bonds, mutual funds, annuities, and wealth management services. As a member of FINRA and SIPC, the company operates as a third-party marketer, enabling its partners to enhance their customer relationships and generate non-interest income.

Founded in

United States