Marc Werkmeister (CRD# 5185131) is an Investment Advisor Representative working at Professional Financial Advisors, LLC in North Platte, NE and has over 17 years of experience in the finance industry.
CRD# 6402180
Lpl Financial LLC
CRD# 1944848
Ameriprise Financial Services, LLC
CRD# 6322296
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Priority Adult Learning Institute | North Platte, NE | Sep 2017 - Current | 6 |
Donna's Office Service, LLC | North Platte, NE | Mar 2016 - Current | 8 |
Professional Financial Advisors, LLC | North Platte, NE | Mar 2015 - Current | 9 |
Werkmeister Farms | Maywood, NE | Mar 2000 - Current | 24 |
Sagepoint Financial Inc. | Phoenix, AZ | May 2010 - Dec 2018 | 8 |
Sagepoint Financial, Inc. | North Platte, NE | May 2010 - Dec 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2006 |
S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- NE
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts3,038ACCOUNTS
-
Average Account Value$164,687
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CO, KS, MO, NE, SD, TX, WY
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