Douglas Peterson
Advisor at Professional Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Professional Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
North Platte, NE 69101-5311
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
41 years
Douglas Peterson is a CFP® and ChFC® with 41 years of experience in the financial industry. He is a managing member of Professional Financial Advisors, LLC and has worked at the firm since 2003, with prior experience at Sagepoint Financial, Inc. Peterson also teaches adult education classes through the Priority Adult Learning Institute and serves as secretary for Donna's Office Services, LLC, a consulting firm for railroad retirees. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, foundations, and business entities. The firm uses a combination of mutual funds, third-party models, and direct securities and is affiliated with accounting and specialized retirement consulting firms, serving over 2,000 clients with approximately $614 million in assets under management.
Based on Professional Financial Advisors, LLC
Based on Professional Financial Advisors, LLC
Based on Professional Financial Advisors, LLC
Up to $5,000 for broad based financial planning services; may exceed $5,000 in limited circumstances with prior notification.
$0 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
Up to $500 per hour for specific financial planning services.
1400 S Dewey St, Suite 300
North Platte, NE 69101-5311
Nebraska · Texas
Priority Adult Learning Institute
2017 - Present (9 years)
Donna's Office Services, LLC
2016 - Present (10 years)
Professional Financial Advisors, LLC
2015 - Present (11 years)
Sagepoint Financial, Inc.
2009 - 2018 (9 years)
Professional Financial Advisors, LLC
2003 - Present (23 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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