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Jason Donald Marty

INVESTMENT PROFESSIONALS, LLC·WAUNAKEE, Wisconsin
Clean recordINVESTMENT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Donald Marty is a registered financial advisor based in WAUNAKEE, Wisconsin, affiliated with INVESTMENT PROFESSIONALS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INVESTMENT PROFESSIONALS, LLC
401K INVESTMENT PROFESSIONALS
AUM
$215M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at INVESTMENT PROFESSIONALS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
Regulatory
SEC/IARD CRD# 6277199
Firm CRD# 282495
View on FINRA BrokerCheck →

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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 (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
City Guides
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Research
Advisor Fees in WisconsinNational Fee Analysis
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