INVESTMENT PROFESSIONALS, LLC

401K INVESTMENT PROFESSIONALS
WAUNAKEE, Wisconsin·1 registered advisor·CRD# 282495
SEC# 801-1171051(608) 334-9367
01

Firm Overview

AUM
$215M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INVESTMENT PROFESSIONALS, LLC

1 registered advisor
Jason Donald Marty
WAUNAKEE, Wisconsin
05

Office Locations

WAUNAKEE, Wisconsin
1 advisor

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Data sourced from SEC Form ADV filings. INVESTMENT PROFESSIONALS, LLC (CRD# 282495) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.