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Professional Asset Management, Inc CRD 110212
$11.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Lenexa, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewer Financial Advisors, Llc | Kansas City | MO | 09/2012 | 12/2019 |
| Professional Asset Management, Inc. | Lenexa | KS | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-04 |
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