LJ
LJ

Larry Jansen

25 Years of Experience
Madison, WI
Sells Insurance

Larry Jansen is a registered investment advisor at 401k Investment Professionals, based in Madison, WI, with 25 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 137 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
137 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$311.0M

Fee Structure

Minimum Investment:$5K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6430 Bridge Rd., Madison, WI, 53713

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Larry owns farmland that he rents out, dedicating minimal time to managing it. He also works full-time selling various insurance products, including health, life, disability, long-term care, dental, property & casualty, and fixed annuities.

Employment History
Current Registrations
401k Investment Professionals
May 2016 - Present · 10 yrs
Previous Registrations
Packerland Brokerage Services, INC.Broker
March 2003 - May 2016 · 13 yrs 2 mos
Packerland Brokerage Services, INC.
March 2002 - May 2016 · 14 yrs 2 mos
AXA Advisors, LLCBroker
November 2000 - March 2003 · 2 yrs 4 mos
State Registrations1 state
WI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.