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
North Platte, NE 69101-5311
Credentials
CFP®, Series 66
Industry experience
7 years
Mark Mayfield is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Professional Financial Advisors, LLC since 2020 and previously held roles at LPL Financial LLC, Securities America Advisors, Tomorrow's Money, and Nebraskaland National Bank. Mayfield is also an independent insurance agent licensed in life and annuities, sickness/accident and health, and variable contracts. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, pension plans, trusts, estates, foundations, and other entities. The firm manages approximately $614 million in assets across more than 2,000 clients, offering customized investment management and maintaining affiliations with accounting and retirement consulting firms.
Based on Professional Financial Advisors, LLC
Based on Professional Financial Advisors, LLC
Based on Professional Financial Advisors, LLC
Up to $5,000 for broad based financial planning services; may exceed $5,000 in limited circumstances with prior notification.
$0 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
Up to $500 per hour for specific financial planning services.
1400 S Dewey St, Suite 300
North Platte, NE 69101-5311
Nebraska
Professional Financial Advisors, LLC
2020 - Present (6 years)
LPL Financial
2020 - 2020 (1 year)
Securities America Advisors
2018 - 2020 (2 years)
Securities America Inc.
2018 - 2020 (2 years)
Tomorrow's Money
2016 - 2018 (2 years)
Nebraskaland National Bank
2016 - 2016 (1 year)
Student
2015 - 2016 (1 year)
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.
ChFC®, Series 63, Series 66
North Platte, NE
ECHO Financial LLC
Series 63, Series 65
North Platte, NE
First Nebraska Financial Services
Series 63
North Platte, NE
First Nebraska Financial Services
Series 63, Series 66
North Platte, NE
First Nebraska Financial Services
Series 63, Series 66
North Platte, NE
Professional Financial Advisors, LLC
CFP®, ChFC®, Series 63, Series 65
North Platte, NE
Professional Financial Advisors, LLC
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