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Larry Robert Jansen

401k Investment Professionals

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About Larry Robert Jansen

Larry Jansen is a financial advisor and registered representative with 401k Investment Professionals, a firm based in Waunakee, WI. Larry has over 15 years of experience in the financial services industry, having worked previously with Packerland Brokerage Services, Inc., and AXA Advisors, LLC. Larry is also a registered insurance agent with Insurance & Investments, LLC., in Madison, WI. His areas of specialization include retirement planning, investment management, and insurance products. Larry is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Larry Jansen is currently registered with 401k Investment Professionals. 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

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Larry Jansen’s Registration & Firm History

WI

05/05/2016 - Present

401k Investment Professionals (Madison WI)

WI

03/17/2003 - 05/12/2016

PACKERLAND BROKERAGE SERVICES, INC. (MADISON WI)

NY

11/15/2000 - 03/21/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/28/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry Robert Jansen.
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