Investment Professionals, Inc.

Investment Professionals, Inc. (CRD# 30184) is a financial advisory firm headquartered in San Antonio, TX. They manage $634,131,119 in 2,677 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    634
    MILLION
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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 239 top financial advisors.
1
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 22 years of experience in the finance industry.

2
Srdjan Blum
CRD#: 4688896
16414 San Pedro Avenue, Suite #150, San Antonio, TX 78232
96
Wealthminder
score

Srdjan Blum (CRD# 4688896) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 13 years of experience in the finance industry. Srdjan Blum 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.

3
David W. Champe
CRD#: 1046024
16414 San Pedro Avenue, Suite #150, San Antonio, TX 78232
96
Wealthminder
score

David Champe (CRD# 1046024) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 34 years of experience in the finance industry.

4
Jeffrey T. Deeter
CRD#: 4601990
Located At Sutton Bank, 863 N. Lexington-springhill Road, Mansfield, OH 44906
96
Wealthminder
score

Jeffrey Deeter (CRD# 4601990) is an Investment Advisor Representative working at Investment Professionals, Inc. in Mansfield, OH and has over 12 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
Clifford R. Gast
CRD#: 1445784
16414 San Pedro Avenue, Suite #150, San Antonio, TX 78232
96
Wealthminder
score

Clifford Gast (CRD# 1445784) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 30 years of experience in the finance industry. Clifford Gast 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.

6
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 29 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 17 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
3301 Teasley Lane, Denton, TX 76202
96
Wealthminder
score

Gregory Hanson (CRD# 1952967) is an Investment Advisor Representative working at Investment Professionals, Inc. in Denton, TX and has over 27 years of experience in the finance industry.

9
Jennifer A. Harris
CRD#: 4449521
1425 Atlantic Blvd., Atlantic Beach, FL 32233
96
Wealthminder
score

Jennifer Harris (CRD# 4449521) is an Investment Advisor Representative working at Investment Professionals, Inc. in Atlantic Beach, FL and has over 12 years of experience in the finance industry. Jennifer Harris 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
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 17 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.

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