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Marc William Werkmeister

PROFESSIONAL FINANCIAL ADVISORS, LLC·NORTH PLATTE, Nebraska
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredPROFESSIONAL FINANCIAL ADVISORS, LLC
1400 S DEWEY ST, NORTH PLATTE, NE 69101-5311CRD# 5185131Firm CRD# 173719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc William Werkmeister · NORTH PLATTE, NE
Registration
CRD #5185131 · PROFESSIONAL FINANCIAL ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

PROFESSIONAL FINANCIAL ADVISORS, LLC
May 2015 – present
SAGEPOINT FINANCIAL, INC.
May 2016 – Dec 2018
NORTH PLATTE, NE
SAGEPOINT FINANCIAL, INC.
May 2010 – Dec 2015
NORTH PLATTE, NE
WADDELL & REED, INC.
Aug 2006 – May 2010
NORTH PLATTE, NE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 30, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROFESSIONAL FINANCIAL ADVISORS, LLC
CRD 173719 · SEC 801-114978
AUM
$500M
Regulatory assets under management
Employees
7
3,038 client accounts
Services offered by PROFESSIONAL FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PROFESSIONAL FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Marc William Werkmeister offer?
Marc William Werkmeister specializes in Financial Planning, Investment Management. Contact their office in NORTH PLATTE, Nebraska for a consultation.
What are Marc William Werkmeister's credentials?
Marc William Werkmeister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc William Werkmeister located?
Marc William Werkmeister is based in NORTH PLATTE, Nebraska, working with PROFESSIONAL FINANCIAL ADVISORS, LLC. Their office serves clients in the NORTH PLATTE metropolitan area and surrounding communities.
How does Marc William Werkmeister charge for services?
Marc William Werkmeister's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROFESSIONAL FINANCIAL ADVISORS, LLC?
PROFESSIONAL FINANCIAL ADVISORS, LLC has approximately 7 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Douglas De Wayne Peterson
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Kent Michael Klute
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Dennis Lee Hadden
NORTH PLATTE, NE

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