Best Investors
Account
Sign in
Best Investors
Account
Sign in
Professional Financial Management, Inc. CRD 154016
$116M regulatory AUM 164 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
W6184 Aerotech Drive Suite A, Appleton, WI 54914 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-23 |
| WI | RA | APPROVED | 2010-06-29 |
Branch Locations
W6184 Aerotech Drive Suite A, Appleton, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Financial Managment Inc | Appleton | WI | 06/2010 | Present |
33.3% member of Algo Properties, a limited liability company, which owns real estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-15 |
Reach out to this advisor