401K INVESTMENT PROFESSIONALS
Tel: (608) 334-9367 114 E. Main St. Suite 213 Waunakee, Wisconsin 53597
About 401K INVESTMENT PROFESSIONALS
401K INVESTMENT PROFESSIONALS is a Waunakee, Wisconsin based financial advisory firm with nearly $311,000,000 in assets under management and provides investment advisory services for 131 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
282495
Firm SEC#:
801-117105
Assets Under Management:
$311,000,000
No. of Clients:
131
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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