Investment Professionals, Inc. is a full service broker/dealer that specializes in serving the needs of community financial institutions and their customers. IPI's technology and brokerage capabilities allow us to take advantage of their expanded investment research, online order entry, timely news and quotations, and first-rate financial planning.
Investment Professionals, Inc. offers a wide variety of products suited to your individual and business needs, such as:
- Estate Planning
- Business Succession Planning
- Financial Planning
- Retirement Planning
- College Planning
- Customized Seminars
- Long-term Care
- Fixed Annuities
- Mutual Funds
- Variable Annuities
- Stocks & Bonds
- Tax-Exempt Bonds
- IRAs & ROTH IRAs
- 401(K) Profit Sharing
- Defined Benefit Retirement Plans
- SIMPLE IRA
- Key Person Insurance
- Group Insurance
For more information, please call 512-620-9132
Investment Professionals, Inc. offers free financial consultations for individual or business requests.
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Meet the IPI Financial Consultant!
Monte C. Van Stavern, Financial Consultant
Since 1976, Monte Van Stavern has attended to the diverse financial needs of a discerning client base. He aims to ensure each client feels secure in knowing that he’s prescribed the proper financial advice and products to suit their personal objectives.
After conducting a thorough financial assessment, Monte develops financial strategies that align with each clients’ needs and goals. These services include: brokerage accounts; college, estate, investment and retirement plans; life, disability and long-term care insurance; and fixed and variable annuities.
Monte holds FINRA Series 6 (Investment Company Products/Variable Contracts Representative Examination), 22 (Direct Participation Programs Representative Examination), and 63 (Uniform Securities Agent State Law Examination) licenses and he is a registered Investment Advisor Representative. A significant segment of his client base includes faculty at the University of Texas and the four academic institutions within The University of Texas System. This experience helps him deliver educated and relevant guidance in line with the unique financial and retirement planning needs of individuals affiliated with higher education institutions.
Beginning in 1976, Monte conducted numerous informative retirement and financial planning seminars nationwide. He further commits several hours each weekend to philanthropic endeavors. Monte has been happily married since 1971. He and his wife are the proud parents of two sons and the proud grandparents of five children, each of which reside in the greater San Antonio region.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE All Securities and Investment Advisory Services offered through Investment Professionals, Inc. (IPI), a Broker/Dealer, member FINRA/SIPC & a Registered Investment Advisor. The investment services offered by IPI are not offered by First-Lockhart National Bank, nor is First-Lockhart National Bank a registered broker/dealer. First-Lockhart National Bank is not affiliated with IPI. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of IPI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. IPI is not involved in the practice of accounting or law. Accordingly, any tax advice contained in this website is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing, or recommending to another person any tax-related matter. Please contact your legal or tax advisor regarding your personal situation. The products offered by IPI involve investment risks, including possible loss of principal amount invested.