BJ
Bradford Jakel
from 401k Investment Professionals
Bradford Jakel is a financial advisor based in Wisconsin, Waunakee,
with 32 years of experience. Bradford currently works for
401k Investment Professionals.
Bradford maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Bradford Jakel works at 401k Investment Professionals
401k Investment Professionals is a financial advisory firm based in Waunakee, Wisconsin. It currently has approximately $192,000,000 of assets under management and employs about 4 people. 401k Investment Professionals uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and selection of other advisers.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and selection of other advisers
Office location
114 E. Main St., Suite 213, Waunakee, Wisconsin, 53597
Advisor can help with
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