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401K INVESTMENT PROFESSIONALS

INVESTMENT PROFESSIONALS, LLC

CRD 282495 · SEC 801-117105

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114 E. MAIN ST., SUITE 213, WAUNAKEE, WI, 53597, United States

Phone

(608) 334-9367

Fax

(608) 237-2586

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$311.0M

Discretionary AUM

$288.0M

Team

4 total employees; 4 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals63$20.0M
High net worth individuals3$3.0M
Pension/profit sharing plans71$288.0M

States served

CO, WI, WA

All web addresses on file

Official SEC filing: View on IAPD