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PROFESSIONAL FINANCIAL SERVICES, INC.
PROFESSIONAL FINANCIAL SERVICES, INC.
SIOUX FALLS, South Dakota
·
2 registered advisors
·
CRD# 269937
SEC# 801-101514
0
605-338-9191
01
Firm Overview
AUM
$190M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PROFESSIONAL FINANCIAL SERVICES, INC.
2 registered advisors
Kameron Jay Carlson
SIOUX FALLS, South Dakota
CRD# 2580327
Nancy Ann Carlson
SIOUX FALLS, South Dakota
CRD# 1450242
05
Office Locations
SIOUX FALLS, South Dakota
2 advisors
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Data sourced from SEC Form ADV filings. PROFESSIONAL FINANCIAL SERVICES, INC. (CRD# 269937) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.