Best Investors Account Sign in
Current Employers
Professional Financial Advisors, Llc

1400 S Dewey St Suite 300, North Platte, NE 69101-5311 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2015-05-29
NE RA APPROVED 2015-05-19
  • KS RA
    APPROVED
    Since 2015-05-29
  • NE RA
    APPROVED
    Since 2015-05-19

Branch Locations

1400 S Dewey St Suite 300, North Platte, NE 69101-5311 • United States

55 Corporate Woods 9300 West 110Th Street, Suite 145, Overland Park, KS 66210 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Professional Financial Advisors, Llc Overland Park KS 01/2003 Present
Sagepoint Financial, Inc. Overland Park KS 10/2005 12/2017
Professional Financial Advisors, Llc Overland Park KS 03/2015 Present
Priority Adult Learning Institute Overland Park KS 09/2017 Present
Sagepoint Financial, Inc. Overland Park KS 01/2018 12/2018
Previous Registrations
  • 2010-04-16 → 2015-11-30
    Osaic Services, Inc.
    Overland Park, KS
  • 2003-02-13 → 2010-10-01
    Professional Financial Advisors, Llc
    North Platte, NE
  • 2003-03-18 → 2003-07-02
    Sunamerica Securities, Inc.
    Overland Park, KS
  • 1998-12-01 → 2002-12-31
    Fsc Securities Corporation
    Overland Park, KS
Other Businesses

1)INSURANCE LICENSED APPROX. 1994. 10975 BENSON, SUITE 300, OVERLAND PARK, KS 66210.I SELL BETWEEN 1-2 TERM LIFE INSURANCE POLICYS ANNUALLY - ALSO OFFER LONG TERM CARE. I SPEND LESS THEN 1/2 HOUR /MONTH DOING SO: FIRST COLONY, BANNER LIFE. LTC- PRUDENTIAL MUTUAL OF OMAHA. SECURITIES RELATED. 2)09/2017 - Priority Adult Learning Institute, Yes, 9300 W 110th St. Suite 145 Overland Park, KS 66210 ; instruct Adult Education classes through local colleges within the Midwestern region; Educator;5; Zero; provide/teach quality information concerning the current/future financial

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-20
S63 Uniform Securities Agent State Law Examination 1995-09-18
  • S66 Uniform Combined State Law Examination
    2003-12-20
  • S63 Uniform Securities Agent State Law Examination
    1995-09-18
Designations
Other Names
  • Bernie Wurts
  • Bernard R Wurts

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in North Platte, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor