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Chad D

Series 66

Omaha, NE

Professional Retirement Strategies LLC

Chad Docken is a financial advisor with Professional Retirement Strategies LLC in Omaha, NE, holding a Series 66 credential and nine years of industry experience. He has previously worked at Heartland Financial Advisors and Gradient Securities. Outside of finance, he owns a costume prop shop called 3DForgeZ. Professional Retirement Strategies LLC provides discretionary portfolio management and ERISA plan advisory services to individual investors and retirement plan clients. The firm employs a documented investment policy and risk-tolerance process with discretionary trading authority and is noted for conducting public investment education seminars.

General retirement planning Retirement income strategy Retired Founder/Business Owner
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Marvin D

Series 63, Series 65

Omaha, NE

Professional Retirement Strategies LLC

Marvin Docken is a financial advisor with Professional Retirement Strategies LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at several firms, including Gradient Securities, LLC and Heartland Financial Advisors, LLC, and has conducted independent advisory work since 1995. Outside of advisory services, he is also active as an insurance agent specializing in insurance and fixed annuities. Professional Retirement Strategies LLC provides discretionary portfolio management and ERISA plan advisory services to individual investors and retirement plan clients. The firm serves both individual and institutional accounts, employing a documented investment policy and risk-tolerance process with discretionary trading authority, and it offers public seminars and workshops on investment education.

General retirement planning Retirement income strategy Retired Founder/Business Owner
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