Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PROFESSIONAL FINANCIAL ADVISORS, LLC 1400 S Dewey St, Suite 300 North Platte, NE, 69101-5311 | $307,300,204 | 2583 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
2 | FIRST NEBRASKA FINANCIAL SERVICES 202 W. 2nd St., North Platte, NE, 69101 | $296,710,954 | 758 | 5 | A Percentage of AUM |
QualificationsFirm CRD# 173719
Assets Under Management $307,300,204
No. Of Clients2583
Clients Per Financial Advisor369
PROFESSIONAL FINANCIAL ADVISORS, LLC is a financial advisory firm situated in North Platte, Nebraska. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2583 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298667
Assets Under Management $296,710,954
No. Of Clients758
Clients Per Financial Advisor152
FIRST NEBRASKA FINANCIAL SERVICES is a financial advisory firm situated in North Platte, Nebraska. With a nearly $297M assets under management, the firm specializes in crafting personalized retirement planning solutions for 758 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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