RIA Intel›Advisers›Nebraska›PROFESSIONAL FINANCIAL ADVISORS, LLC

PROFESSIONAL FINANCIAL ADVISORS, LLC

Advisory

N·NORTH PLATTE, NE

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM
$770M
1-Year AUM Growth
0.0%
3-Year CAGR
+17.5%
Employees
7
Assets Under Management
Total AUM$770M
Discretionary AUM$665M
Non-Discretionary AUM$105M
Discretionary %86.4%
Total Clients2,078
Team
Total Employees7
Investment Advisers12
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record14
First FilingMar 11, 2019
Latest FilingMar 9, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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