# INVESTMENT PROFESSIONALS, LLC

INVESTMENT PROFESSIONALS, LLC of WAUNAKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 282495
- Type: SEC-registered investment adviser
- SEC file number: 801-117105
- Location: 114 E. MAIN ST., SUITE 213, WAUNAKEE, WI, 53597
- Phone: (608) 334-9367
- Latest filing: 2026-03-10
- Regulatory AUM: $311.0M
- Discretionary AUM: $288.0M
- Non-discretionary AUM: $23.0M
- Clients: 4
- Accounts: 137

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jason Donald Marty | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MARTY JASON DONALD | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282495/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282495/similar
- Related entities: https://search.stillhousedata.com/firm/282495/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282495

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.