Unclaimed Profile

Mary Ellen Storey

INVESTMENT PROFESSIONALS, INC.·SAN ANTONIO, Texas

SIE, Series 4, Series 7, Series 24, Series 53, Series 66, Series 79Clean record18 years registeredINVESTMENT PROFESSIONALS, INC.

16414 SAN PEDRO AVENUE, SAN ANTONIO, TX 78232CRD# 4808171Firm CRD# 30184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Ellen Storey · SAN ANTONIO, TX

Registration

CRD #4808171 · INVESTMENT PROFESSIONALS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

Sep 2018 – Oct 2018

SAN ANTONIO, TX

AMERIPRISE FINANCIAL SERVICES, INC.

Sep 2018 – Mar 2019

San Antonio, TX

INVESTMENT PROFESSIONALS, INC.

Jan 2018 – Sep 2018

SAN ANTONIO, TX

INVESTMENT PROFESSIONALS, INC.

Mar 2015 – Apr 2016

SAN ANTONIO, TX

COGNIOS CAPITAL, LLC

Sep 2012 – Aug 2014

LEAWOOD, KS

VERITRUST FINANCIAL, LLC

Apr 2008 – Nov 2011

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 66

Series 79

Registration record

First registered · April 29, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT PROFESSIONALS, INC.

CRD 30184 · SEC 801-67704

AUM

$761M

Regulatory assets under management

Employees

178

4,708 client accounts

Services offered by INVESTMENT PROFESSIONALS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT PROFESSIONALS, INC. →

Introduction

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Frequently Asked Questions

What services does Mary Ellen Storey offer?

Mary Ellen Storey specializes in Financial Planning, Investment Management, Wealth Management.

What are Mary Ellen Storey's credentials?

Mary Ellen Storey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Ellen Storey located?

Mary Ellen Storey is based in SAN ANTONIO, Texas, last registered with INVESTMENT PROFESSIONALS, INC..

How does Mary Ellen Storey charge for services?

Mary Ellen Storey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT PROFESSIONALS, INC.?

INVESTMENT PROFESSIONALS, INC. has approximately 178 employees and manages $761M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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