INVESTMENT PROFESSIONALS, LLC

INVESTMENT PROFESSIONALS, LLC of WAUNAKEE, WI is an SEC-registered investment adviser (CRD 282495). Regulatory assets under management: $311.0M.

Registration

• CRD: 282495
• SEC file number: 801-117105
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282495 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search