Company Information

Get to know Investment Professionals, Inc.

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.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Investment Professionals, Inc.

United States

Founded in

1992 (34 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.