Overview
Assets Under Management: $614 million
Headquarters: NORTH PLATTE, NE
High-Net-Worth Clients: 193
Average Client Assets: $982,766
Frequently Asked Questions
PROFESSIONAL FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173719), PROFESSIONAL FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
PROFESSIONAL FINANCIAL ADVISORS, LLC is headquartered in NORTH PLATTE, NE.
PROFESSIONAL FINANCIAL ADVISORS, LLC serves 193 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, PROFESSIONAL FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PROFESSIONAL FINANCIAL ADVISORS, LLC manages $614 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, PROFESSIONAL FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.89
Average High-Net-Worth Client Assets: $982,766
Total Client Accounts: 2,991
Discretionary Accounts: 2,974
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 173719
Filing ID: 2026719
Last Filing Date: 2025-11-11 12:16:47
Website: 6