Top financial advisors in Waunakee, WI
We’ve curated a list of the best financial advisors in Waunakee, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$192,000,000
Number of advisors
4 advisors
| $192,000,000 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Waunakee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Waunakee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
401k Investment Professionals
Investment Professionals, LLC, operating as 401k Investment Professionals, is a Wisconsin-based corporation established in February 2016 by Jason Donald Marty. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients may grant discretionary authority for securities selection and transactions. The firm's investment strategy includes asset allocation, risk assessment, and regular portfolio monitoring. Services encompass financial planning, focusing on investment, life insurance, tax, retirement, education, and debt planning. IPL primarily advises on mutual funds, fixed income securities, equities, and ETFs, with a minimum account size of $5,000. Fees are asset-based at 1.25% annually, with hourly financial planning fees at $250. Clients are responsible for third-party fees, and IPL does not participate in wrap fee programs. The firm does not accept performance-based fees and primarily serves individuals, high-net-worth individuals, and retirement accounts. IPL's analysis methods include charting, fundamental, technical analysis, and modern portfolio theory, with long-term and short-term trading strategies. IPL does not have disciplinary actions, and its financial condition is sound, with no bankruptcy petitions in the last ten years.
$192,000,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION OF OTHER ADVISERS
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Waunakee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Waunakee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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