Advisors at this firm
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® and holds a Series 66 license with seven years of industry experience. He has worked at Professional Financial Advisors, LLC since 2020 and previously held roles at LPL Financial LLC, Securities America Advisors, Tomorrow's Money, and Nebraskaland National Bank. Mayfield is also an independent insurance agent licensed in life and annuities, sickness/accident and health, and variable contracts. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, pension plans, trusts, estates, foundations, and other entities. The firm manages approximately $614 million in assets across more than 2,000 clients, offering customized investment management and maintaining affiliations with accounting and retirement consulting firms.
Douglas P
CFP®, ChFC®, Series 63, Series 65
North Platte, NE
Professional Financial Advisors, LLC
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.
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 with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FBL Marketing Services, LLC, FBL Financial Group, Shelter Mutual Insurance, and Sandhills Distributing. Outside of his advisory role, he is the owner and managing partner of 777 Legacy and Wealth LLC. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for a diverse client base including individuals, pension plans, trusts, and institutional clients. The firm combines customized investment management with a multi-office presence and specialized institutional relationships.
Bernard W
CFP®, Series 63, Series 66
North Platte, NE
Professional Financial Advisors, LLC
Bernard Wurts is a CFP® professional with 30 years of industry experience, currently serving at Professional Financial Advisors, LLC. He has worked at Sagepoint Financial, Inc. and has been involved with the Priority Adult Learning Institute since 2017, where he instructs adult education classes in the Midwest. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, institutions, and various entities. The firm manages approximately $614 million in assets for over 2,000 clients and is affiliated with specialized accounting and retirement consulting firms, supporting a broad range of client needs through multiple offices.