Charles Jordan Skemp
Investment Adviser Representative at IPI Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Jordan Skemp is an investment adviser representative with IPI Wealth Management, Inc. in Naples, FL, where they have been registered since 2024, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Dubuque Golf and Country ClubMay 2017 – Aug 2018Dubuque, IA
- The SummitOct 2019 – May 2023Iowa City, IA
- MenardsMay 2018 – Jul 2018Dubuque, IA
- Ron Smith and Sons ConstructionMay 2019 – Aug 2019Dubuque, IA
- Skemp Company: Investment AdvisorsOct 2015 – May 2024Dubuque, IA
- Investment Planners Inc.Oct 2015 – May 2024Decatur, IL
- SchoolJan 2012 – May 2017Dubuque, IA
- ExTreem Stump RemovalApr 2020 – Aug 2020Dubuque, IA
- Skemp Company: Investment AdvisorsMay 2024 – no end date reportedDubuque, IA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IPI Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First tier2.00%
- Second tier1.50%
- Third tier1.25%
- Fourth tier1.00%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 67
- Offices listed on AdvisorFinder:
- 19
- Main office:
- Decatur, IL
- SEC file number:
- 801-56878
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at IPI Wealth Management, Inc.
Showing 12 of 67 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Jordan Skemp has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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