Investment Professionals, Inc.

Investment Professionals, Inc. (CRD# 30184) is a financial advisory firm headquartered in San Antonio, TX. They manage $621,715,524 in 5,581 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    622
    MILLION
  • Total Number of Accounts
    5,581
    ACCOUNTS
  • Average Account Value
    $111,399
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Investment Professionals, Inc.
Showing 1 - 10 of 212 top financial advisors.
1
Michael P. Estes
CRD#: 4588902
660 University Shopping Center, Richmond, KY 40475
100
Wealthminder
score
Michael Estes (CRD# 4588902) is an Investment Advisor Representative working at Investment Professionals, Inc. in Richmond, KY and has over 13 years of experience in the finance industry.
2
Allen D. Andes
CRD#: 2428628
16414 San Pedro Ave Ste. 150, San Antonio, TX 78232
98
Wealthminder
score

Allen Andes (CRD# 2428628) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 24 years of experience in the finance industry.

3
David W. Champe
CRD#: 1046024
Danville, KY
96
Wealthminder
score

David Champe (CRD# 1046024) is an Investment Advisor Representative working at Investment Professionals, Inc. in Danville, KY and has over 35 years of experience in the finance industry.

4
Jeffrey T. Deeter
CRD#: 4601990
1 S. Main St., Attica, OH 44807
96
Wealthminder
score

Jeffrey Deeter (CRD# 4601990) is an Investment Advisor Representative working at Investment Professionals, Inc. in Attica, OH and has over 14 years of experience in the finance industry. Jeffrey Deeter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert S. Gerard
CRD#: 1649633
111 S. Broadview, Cape Girardeau, MO 63703
96
Wealthminder
score

Robert Gerard (CRD# 1649633) is an Investment Advisor Representative working at Investment Professionals, Inc. in Cape Girardeau, MO and has over 31 years of experience in the finance industry.

6
Paul E. Good
CRD#: 5579360
16414 San Pedro Avenue, Suite #300, San Antonio, TX 78232
96
Wealthminder
score

Paul Good (CRD# 5579360) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.

7
Matthew N. Greene
CRD#: 3263968
16414 San Pedro Avenue, Suite #150, San Antonio, TX 78232
96
Wealthminder
score

Matthew Greene (CRD# 3263968) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry. Matthew Greene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Gregory P. Hanson
CRD#: 1952967
16414 San Pedro Avenue, Suite #300, San Antonio, TX 78232
96
Wealthminder
score

Gregory Hanson (CRD# 1952967) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 28 years of experience in the finance industry.

9
Daniel X. Hover
CRD#: 3216512
265 Franklin St, Boston, MA 02110
96
Wealthminder
score

Daniel Hover (CRD# 3216512) is an Investment Advisor Representative working at Investment Professionals, Inc. in Boston, MA and has over 18 years of experience in the finance industry. Daniel Hover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Leslie A. Long
CRD#: 5374245
7660 Saltsburgh Road, Pittsburgh, PA 15239
96
Wealthminder
score

Leslie Long (CRD# 5374245) is an Investment Advisor Representative working at Investment Professionals, Inc. in Pittsburgh, PA and has over 10 years of experience in the finance industry.

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