LJ
Larry R. Jansen
401K INVESTMENT PROFESSIONALS
Madison, WI 53713
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CRD#: 4280009
LJ
Professional summary
Larry Robert Jansen is a registered financial advisor currently at 401K INVESTMENT PROFESSIONALS located in Madison, Wisconsin.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Larry has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OWN FARMLAND THAT IS IS RENTED - NON INVESTMENT RELATED. TOOK OWNERSHIP UNDER A LAND CONTRACT ON 8/02 - STARTED RECEIVING INCOME ON 1/01/03. I SPEND APPROIMATELY 2-3 HRS A MONTH ON RENTED LAND. I SPEND 0 HOURS DURING SECURITIES TRADING HOURS. DUTIES ARE TO MANAGE THE LAND FOR RENT. LOCATION KIELER, WI. INSURANCE SALES/INSURANCE & INVEST. PROFESSIONALS INC. & JAKEL & JANSEN LLC., MADISON WI 53717. START DATE 12/2001, 40 HRS A WEEK TIME DEVOTED. INVEST. RELATED. HEALTH, LIFE, DI, LTC, DENTAL,P&C & FIXED ANNUITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Robert Jansen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 5, 2016 - Present
401K INVESTMENT PROFESSIONALS
Office #1: 6430 Bridge Rd., Madison, WI 53713RIA
CRD#: 282495
Madison, WI
Past
March 17, 2003 - May 12, 2016
PACKERLAND BROKERAGE SERVICES, INC.
BD
CRD#: 37031
MADISON, WI
Past
March 17, 2002 - May 12, 2016
PACKERLAND BROKERAGE SERVICES, INC.
RIA
CRD#: 37031
MADISON, WI
Past
November 15, 2000 - March 21, 2003
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
4I
401K INVESTMENT PROFESSIONALS
401K ANTI VIRUS | JASON DONALD MARTY LLC | JASON D MARTY LLC | INVESTMENT PROFESSIONALS, LLC | INVESTMENT PROFESSIONALS | 401K INVESTMENT PROFESSIONALS | 401K DOCTORS
CRD#: 282495 / SEC#: 801-117105
RIA
Registered Investment Advisory firm - (8/1/2019 Approved)Wisconsin
Registered Investment Advisory firm - (8/9/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(5/5/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
4I
401K INVESTMENT PROFESSIONALS
401K ANTI VIRUS | JASON DONALD MARTY LLC | JASON D MARTY LLC | INVESTMENT PROFESSIONALS, LLC | INVESTMENT PROFESSIONALS | 401K INVESTMENT PROFESSIONALS | 401K DOCTORS
CRD#: 282495 / SEC#: 801-117105
RIA
Registered Investment Advisory firm - (8/1/2019 Approved)Wisconsin
Registered Investment Advisory firm - (8/9/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
114 E. Main St. Suite 213, Waunakee, WI 53597
Mailing Address
Phone number
(608) 334-9367
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 311,000,000 |
Red Flags
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