Jason
Marty
401K Investment Professionals
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About this Advisor
Jason Marty is a financial advisor based out of Waunakee, Wisconsin, with 7 years of relevant experience. Marty is an advisor for 401K Investment Professionals. Their career trajectory has included roles at Thrivent Investment Management Inc, Jason D Marty LLC, Thrivent Financial For Lutherans, Thrivent Financial, Packerland Brokerage Services and Investment Professionals, LLC. Marty has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Wisconsin. 401K Investment Professionals is a firm headquartered in Waunakee, WI. The company has just four employees. It oversees $193 million in assets across its 93 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The advisory firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by 401K Investment Professionals likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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401K Investment Professionals Brokerage Details
$193,000,000
4
93
$2,075,269
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jason Marty Work History
Jason has been registered as a financial advisor for 7 years.*
Investment Professionals, LLC
Jason D Marty LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Thrivent Financial
Packerland Brokerage Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Marty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 401K Investment Professionals
Waunakee, WI
Waunakee, WI
Madison, WI
Waunakee, WI
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