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114 E. Main St. Suite 213, Waunakee, WI 53597 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-10-13 |
Branch Locations
114 E. Main St. Suite 213, Waunakee, WI 53597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packerland Brokerage Services | Green Bay | WI | 04/2003 | Present |
| Investment Professionals, Llc | Madison | WI | 10/2017 | Present |
| Iipros.cOm | Madison | WI | 07/1992 | Present |
Bradford John Jakel is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Investment Professionals, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Investment Professionals, LLC in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-10 |
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