Jason Marty (CRD# 6277199) is an Investment Advisor Representative working at 401k Investment Professionals in Waunakee, WI and has over 10 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Professionals, LLC | Fitchburg, WI | Feb 2016 - Current | 8 |
| Jason D Marty LLC | Fitchburg, WI | Jun 2008 - Current | 15 |
| Packerland Brokerage Services | Green Bay, WI | Aug 2014 - Feb 2016 | 1 |
| Thrivent Financial | Appleton, WI | Jun 2014 - Aug 2014 | < 1 |
| Thrivent Investment Management Inc. | Madison, WI | Jan 2014 - Aug 2014 | < 1 |
| Thrivent Financial For Lutherans | Appleton, WI | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- WI
-
Total Assets Under Management215MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$2,009,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, WI
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