Advisor at Professional Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Professional Financial Advisors, LLC
Location
Hastings, NE 68901
Credentials
Series 63, Series 66
Industry experience
13 years
Fixed fees up to $5,000 for broad-based financial planning services
$0 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
Insurance commissions earned by certain associated persons who are licensed insurance agents, separate and in addition to advisory fees
Up to $500 per hour for specific financial planning or consulting services
Account minimum: $15,000 minimum for Nationwide Advisory Solutions platform accounts; no minimum account size required to establish an advisory relationship otherwise Fee-only: Fixed fees up to $5,000 for broad-based financial planning; hourly fees up to $500/hour for specific consulting services; negotiable portfolio management fees up to 1.60% AUM
Professional Financial Advisors, LLC
2024 - Present (2 years)
Wells Fargo Investments, Llc
2014 - 2024 (10 years)
Wells Fargo Bank, nA
2003 - 2024 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Hastings, NE
Edward Jones
Series 66
Hastings, NE
Edward Jones
Series 66
Hastings, NE
Wealth Advisors Network, Inc.
Series 65, Series 66
Hastings, NE
Wealth Advisors Network, Inc.
CFP®, Series 63, Series 65
Hastings, NE
Wealth Advisors Network, Inc.
Series 65
Hastings, NE
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