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Jason Donald Marty

INVESTMENT PROFESSIONALS, LLC·WAUNAKEE, Wisconsin
SIE, Series 7, Series 66Clean record12 years registeredINVESTMENT PROFESSIONALS, LLC
114 E. MAIN ST., WAUNAKEE, WI 53597CRD# 6277199Firm CRD# 282495

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Donald Marty · WAUNAKEE, WI
Registration
CRD #6277199 · INVESTMENT PROFESSIONALS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

401K INVESTMENT PROFESSIONALS
Feb 2016 – present
PACKERLAND BROKERAGE SERVICES, INC.
Aug 2014 – Mar 2016
MADISON, WI
THRIVENT INVESTMENT MANAGEMENT INC.
Mar 2014 – Aug 2014
MADISON, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 27, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTMENT PROFESSIONALS, LLC
CRD 282495 · SEC 801-117105
AUM
$215M
Regulatory assets under management
Employees
4
107 client accounts
Services offered by INVESTMENT PROFESSIONALS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INVESTMENT PROFESSIONALS, LLC →
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05

Frequently Asked Questions

What services does Jason Donald Marty offer?
Jason Donald Marty specializes in Financial Planning, Investment Management. Contact their office in WAUNAKEE, Wisconsin for a consultation.
What are Jason Donald Marty's credentials?
Jason Donald Marty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Donald Marty located?
Jason Donald Marty is based in WAUNAKEE, Wisconsin, working with INVESTMENT PROFESSIONALS, LLC. Their office serves clients in the WAUNAKEE metropolitan area and surrounding communities.
How does Jason Donald Marty charge for services?
Jason Donald Marty's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT PROFESSIONALS, LLC?
INVESTMENT PROFESSIONALS, LLC has approximately 4 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
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Research
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