Bradford Jakel, financial advisor Waunakee WI

Bradford Jakel

CRD Number: 2320988
Current Firm: 401k Investment Professionals

Bradford Jakel (CRD# 2320988) is an Investment Advisor Representative working at 401k Investment Professionals in Waunakee, WI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals, LLC Madison, WI Oct 2017 - Current 6
Packerland Brokerage Services Green Bay, WI Apr 2003 - Current 20
Iipros.com Madison, WI Jul 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Bradford J. Jakel
Phone Number: (608) 334-9367
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $2,009,346
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, WI

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