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Client Account Login
Investment Products and Services
IPI is a local provider who really understands the needs of people in community settings. For over 16 years the firm has been known for its down-to-earth, roll-up-your-sleeves approach to helping clients achieve a more secure financial future.
Call 812-218-6823 today to Schedule Your Complimentary Consultation.
We invite you to visit with Jim Yockey in our Clarksville office at no cost to you. He will answer important questions that can affect your long-term financial security. Individual services or comprehensive planning is available based on your preferences and comfort level.1 Contact Jim Yockey today at 812-218-6823.
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Estate
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Education
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Private Client Group
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Trust Service
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Fixed Income Securities
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Mutual Funds
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Structured Products
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- Business Investment Services
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- Employee Benefits Planning
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With a current ratio of 5 to 1 (five times more assets than liabilities), IPI has a strong balance sheet that is likely stronger than the majority of broker/dealers in the country. In 2007, 2006 and 2001, IPI was named the Most Highly Rated Bank Brokerage Firm2 in the U.S. It is one of the fastest growing companies in San Antonio, one of the Top 25 Best Places to Work in San Antonio and one of the 75 Best Companies to Work for in Texas.
1In most cases the initial consultation is complimentary. Fees for your financial plan are determined by the level of service requested, your needs and the experience and credentials of the Financial Planner.
2Source: American Banker Magazine and American Brokerage Consultants 2007 Study of Bank Brokerage and Retail Investment Services.

"All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name First Investment Professionals are in no way affiliated with or offered by First Savings Bank, nor is First Savings Bank a registered broker-dealer. Customers working with First Investment Professionals will be dealing solely through IPI with respect to their investment, brokerage and securities transactions.
The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested."
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