401k Investment Professionals

401k Investment Professionals (CRD# 282495) is a financial advisory firm headquartered in Waunakee, WI. They manage $215,000,000 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
114 E. Main St., Suite 213, Waunakee, WI 53597
https://www.linkedin.com/company/25000265/
By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CO, WI

Financial Advisors at 401k Investment Professionals
Showing 1 - 4 of 4 top financial advisors.
1
Bradford Jakel, financial advisor Waunakee WI
Bradford J. Jakel
CRD#: 2320988
114 E. Main St., Suite 213, Waunakee, WI 53597

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.

2
Larry Jansen, financial advisor Madison WI
Larry R. Jansen
CRD#: 4280009
6430 Bridge Rd., Madison, WI 53713

Larry Jansen (CRD# 4280009) is an Investment Advisor Representative working at 401k Investment Professionals in Madison, WI and has over 23 years of experience in the finance industry.

3
Jason Marty, financial advisor Waunakee WI
Jason D. Marty
CRD#: 6277199
114 E. Main St., Suite 213, Waunakee, WI 53597

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.

4
Robert Pierangeli, financial advisor Waunakee WI
Robert Pierangeli
CRD#: 6754375
114 E. Main St., Suite 213, Waunakee, WI 53597

Robert Pierangeli (CRD# 6754375) is an Investment Advisor Representative working at 401k Investment Professionals in Waunakee, WI and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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