Professional Financial Advisors, LLC
Firm details
- Headquarters
- North Platte, Nebraska
- CRD number
- 173719
- Registered since
- April 10, 2019
- Website
- www.pfaretire.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI34.7%
- Individuals29.86%
- Other19.82%
- State / Municipal Government9.14%
- Banking / Thrift Institutions2.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Professional Financial Advisors, LLC is an independent advisory firm organized as a limited liability company that registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional relationships, and it operates as a capital allocator that also selects outside managers on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are varied (percentage of AUM, hourly, fixed and other structures). The firm identifies as an active ESG investor and lists an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities7%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
3 of 7
Marc Werkmeister
Certified Financial PlannerCRD 5185131
Mark Mayfield
Financial AdvisorCRD 6735339
Troy Fry
Financial AdvisorCRD 4808963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 134Active vs passive
$749M in ETFs
82%
$614M
16%
$136M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $173M | 1,881,168 | 23.11% |
Location
North Platte, NE
Lincoln
Location
North Platte, NE
Headquartered in North Platte, NE, in the Midwest of the United States.
- Region
- Midwest
- County
- Lincoln
- Address
- 1400 S Dewey St
- Time zone
- CT (UTC-6)
- Office locations
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