PROFESSIONAL FINANCIAL ADVISORS, LLC

1400 S Dewey St
Suite 300
North Platte, Nebraska 69101-5311
Tel: 308-534-8210

About PROFESSIONAL FINANCIAL ADVISORS, LLC

PROFESSIONAL FINANCIAL ADVISORS, LLC, formally registered with the SEC as PROFESSIONAL FINANCIAL ADVISORS, LLC. The firm was established in 04/10/2019. They have over 7 offices throughout the country.

PROFESSIONAL FINANCIAL ADVISORS, LLC is a North Platte, Nebraska based Financial Planning firm with nearly $614,113,385 assets under management, offering retirement planning & investment advisory services to 2991 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173719
SEC#	801-114978
Assets Managed by Firm	$614,113,385
No. of Clients	2991
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2991	$614,113,385
Individuals (other than high net worth individuals)	1856	$198,229,451
High net worth individuals	193	$189,673,893
Pension and profit sharing plans	2	$2,365,419
Charitable organizations	3	$5,414,500
Corporations or other businesses	11	$141,636,497

More Retirement Planning firms in North Platte, Nebraska:

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$26,774,389,503	110327	1111
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$10,289,301,520	39033	545
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76

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