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401k Investment Professionals

Headquartered in WAUNAKEE, WI

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Firm Information

401k Investment Professionals is a registered investment advisor based in Waunakee, WI, specializing in financial planning and portfolio management for individuals, pension and profit-sharing plans, and other clients. The firm manages approximately $311 million in assets for 131 clients. They are registered with the SEC.

401k Investment Professionals

114 E. MAIN ST.

WAUNAKEE, WI 53597

$311.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers

Branch Locations (2)

401K INVESTMENT PROFESSIONALS has a total of 2 branch locations across the country.
location

Madison, WI

location

WAUNAKEE, WI

Advisors at 401k Investment Professionals

View All 3 Advisors
Unclaimed
Larry Robert Jansen

RA

Madison, WI

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Jason Donald Marty

RA

WAUNAKEE, WI

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Unclaimed
Robert Pierangeli

CFP®, RA

WAUNAKEE, WI

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Unclaimed
Bradford John Jakel

RA

WAUNAKEE, WI

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Disclosures

There are no public disclosures for 401k Investment Professionals.

Frequently Asked Questions (7)

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