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Troy F
Series 63, Series 66
North Platte, NE
Professional Financial Advisors, LLC
Troy Fry is a financial advisor with Professional Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Wells Fargo Investments and Wells Fargo Bank, with tenures of 10 and 21 years respectively. Outside of finance, he assists with event setup and teardown for weddings in Hastings, Nebraska. Professional Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, foundations, and other entities through discretionary portfolio management, financial planning, and retirement consulting. The firm integrates investment management with accounting and specialized retirement consulting, operating across seven offices and managing approximately $614 million in assets for over 2,000 clients.
Mark M
CFP®, Series 66
North Platte, NE
Professional Financial Advisors, LLC
Mark Mayfield is a CFP® professional with eight years of industry experience, currently serving as an advisor at Professional Financial Advisors, LLC since 2020. His previous roles include positions at LPL Financial LLC, Securities America Advisors, Securities America Inc., and Tomorrow's Money. In addition to his advisory work, Mayfield is an independent insurance agent licensed in life and annuities, sickness/accident and health, and variable contracts. Professional Financial Advisors, LLC is an SEC-registered firm that offers discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, institutions, and government entities. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocation strategies and manages approximately $770 million across more than 3,300 clients.
Douglas P
CFP®, ChFC®, Series 63, Series 65
North Platte, NE
Professional Financial Advisors, LLC
Douglas Peterson is a CFP® and ChFC® with 42 years of experience in the financial industry. He is a managing member of Professional Financial Advisors, LLC and has held roles at the firm since 2003, as well as experience with Sagepoint Financial, Inc. Peterson also instructs adult education classes focused on the financial environment 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 is an SEC-registered investment adviser serving individuals, institutional clients, and government entities. The firm offers discretionary portfolio management, financial planning, and retirement consulting, utilizing tailored asset allocation strategies and a combination of fundamental, technical, and cyclical analysis across various investment products.
Kayla D
Series 65
North Platte, NE
Professional Financial Advisors, LLC
Kayla Douglas is a financial advisor with Professional Financial Advisors, LLC, holding a Series 65 designation and having four years of industry experience. She has been with Professional Financial Advisors since 2018 and previously worked at Mid Plains Community College and the City of North Platte Parks & Recreation. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and related advisory services to a diverse client base including individuals, pension plans, trusts, foundations, and business entities. The firm utilizes a customized investment approach with mutual funds, third-party models, and direct securities, and maintains institutional relationships and affiliations that support specialized retirement consulting and accounting integration.
Marc W
Series 63, Series 65
North Platte, NE
Professional Financial Advisors, LLC
Marc Werkmeister is a financial advisor with Professional Financial Advisors, LLC in North Platte, Nebraska, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior experience includes roles at Sagepoint Financial Inc. and ongoing involvement with Donna’s Office Service, LLC and the Priority Adult Learning Institute, where he instructs adult education classes related to the financial environment. Outside of advisory work, he is a co-owner and operator of Werkmeister Farms and a partner in a local car wash business. Professional Financial Advisors, LLC offers discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, pension plans, trusts, estates, foundations, and various business entities. The firm manages approximately $614 million in assets across more than 2,000 clients and maintains affiliations with accounting and specialized retirement consulting firms, supporting a multi-office presence and a mix of investment platforms.
Bradley H
Series 63, Series 65
North Platte, NE
Professional Financial Advisors, LLC
Bradley Hisel is a financial advisor at Professional Financial Advisors, LLC in North Platte, NE, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Professional Financial Advisors, he worked at FBL Marketing Services, LLC and FBL Financial Group for five years and Shelter Mutual Insurance for four years. He is also the owner and managing partner of 777 Legacy and Wealth LLC, a personal business unrelated to investment activities. Professional Financial Advisors, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, foundations, and institutional clients. The firm offers discretionary portfolio management and financial planning, employing a variety of investment strategies and platforms while managing approximately $770 million in assets.
Bernard W
CFP®, Series 63, Series 66
North Platte, NE
Professional Financial Advisors, LLC
Bernard Wurts is a CFP® with over 31 years of experience in the financial services industry. He has been associated with Professional Financial Advisors, LLC since 2003 and previously worked at Sagepoint Financial, Inc. from 2005 to 2017. In addition to his advisory role, he teaches adult education classes focused on financial topics through the Priority Adult Learning Institute. Professional Financial Advisors, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, trusts, foundations, corporations, and governmental entities. The firm provides discretionary portfolio management and financial planning, utilizing tailored asset allocation strategies and a mix of fundamental, technical, and cyclical analysis across various investment vehicles.
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