Investment Planners

  • Financial Services
  • Decatur IL
  • 79 employees
  • Financial Services
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Company Overview

Headquarters
226 West Eldorado, Decatur IL
Website
investment-planners.com
Phone
(217) 425-9581
Employees
79
Founded in
1987
Industry
Financial Services
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Financials & Stats

Revenue

$100B

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Who is Investment Planners

Investment Planners is a company based in Decatur, Illinois, with 79 employees and $100 million in annual revenue. Investment Planners provides financial advisory services, including wealth management and strategic lifestyle planning. Their services cater to a diverse clientele of sophisticated advisors across the United States. The company distinguishes itself through its commitment to integrity, performance, and innovation, which are deeply ingrained in its business practices. Investment Planners emphasizes its superior customer service, growth-oriented tools, practice management instruction, and a focus on strategic lifestyle and wealth management. For more information, visit their website at investment-planners.com.

Company Leadership

Gordy Roberts

Owner

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A BAYARD CLOSSER

President

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David Koshinski

Chief Executive Officer

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Lucas Prather

Yockey Financial Services

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Bart Jones

Partner, Brentwood Office

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Investment Planners Industry Tags

Finance
Human Resources
Travel
Financial Services
Financial Advisory Services
HR
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Analyze industry trends and opportunities by examining competitors and companies comparable to Investment Planners, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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100M 193 West Palm Beach, FL 1993
100M 548 Uniondale, NY 1929
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FAQ

What is the location of Investment Planners's headquarters?
The headquarters of Investment Planners are situated at 226 West Eldorado, Decatur IL
What is Investment Planners's phone number?
Investment Planners's contact number is (217) 425-9581.
What is Investment Planners's official website?
The official website of Investment Planners can be found at investment-planners.com.
What is Investment Planners's current revenue?
As of February 2014, Investment Planners's annual revenue reached $100B.
How many employees does Investment Planners currently have?
Investment Planners employs approximately 79+ people as of February 2014
Which industries is Investment Planners primarily operating in?
Investment Planners operates in the following industries: Finance, Credit
Who is the Owner of Investment Planners?
Investment Planners's Owner is Gordy Roberts
What are Investment Planners's industry tags?
Investment Planners's industry tags include: Finance, Human Resources, Travel
When was Investment Planners founded?
Investment Planners was founded in 1987.

Employee Directory

Key Employees

Judy Rauschek-Koshinski

Owner

Phone Email

Jerry Yockey

Financial Advisor

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Michael Lavery

Owner & Registered Principal

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Julie Koshinski Hovis

Director of Marketing, Events, and Communication

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John Dickey

Broker Dealer Operations Specialist

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