RIA Intel›Advisers›Nebraska›PROFESSIONAL RETIREMENT STRATEGIES LLC

PROFESSIONAL RETIREMENT STRATEGIES LLC

Advisory

OMAHA, NE

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in NE

#118

of 134 advisers by AUM

Average account

$152K

across 344 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients238

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, IA, MO, NE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

238 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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