Professional Retirement Strategies LLC

Professional Retirement Strategies LLC (CRD# 287808) is a financial advisory firm headquartered in Omaha, NE. They manage $29,476,000 in 276 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

3925 S. 147th Street, Suite 115, Omaha, NE 68144

By the Numbers

Total Assets Under Management

29

MILLION
Total Number of Accounts

276

ACCOUNTS
Average Account Value

$106,797

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CO, IA, MO, NE, TX

Financial Advisors at Professional Retirement Strategies LLC

Showing 1 - 2 of 2 top financial advisors.

Chad P. Docken

CRD#: 6600665

3925 S. 147th Street, Suite 115, Omaha, NE 68144

Chad Docken (CRD# 6600665) is an Investment Advisor Representative working at Professional Retirement Strategies LLC in Omaha, NE and has over 7 years of experience in the finance industry.

Marvin O. Docken

CRD#: 1159381

3925 S. 147th Street, Suite 115, Omaha, NE 68144

Marvin Docken (CRD# 1159381) is an Investment Advisor Representative working at Professional Retirement Strategies LLC in Omaha, NE and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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