A complete list of active advisors currently associated with Professional Retirement Strategies LLC

Warmer can help you find a great advisor at Professional Retirement Strategies LLC or one who fits your needs even better.

Professional Retirement Strategies provides discretionary portfolio management to individual clients and advisory services to pension and profit‑sharing plans. The firm offers ongoing asset management for individuals and serves retirement plans in either a limited‑scope ERISA 3(21) advisory capacity or as a discretionary ERISA 3(38) investment manager. The firm documents client goals and risk tolerances in investment policy statements and implements strategies using fundamental, technical and cyclical analysis, with discretionary trading authority and periodic (at least quarterly) account reviews. Fees are billed quarterly in arrears and custody, execution and reporting are handled through a designated custodian relationship. What is distinctive for this firm is its emphasis on participant education and group enrollment meetings for retirement plan participants — educational seminars or workshops are an uncommon service among peers. It also combines both 3(21) and 3(38) plan roles, requires use of a single custodian for execution and soft‑dollar services, discloses that representatives may receive separate insurance‑product compensation, and leaves proxy voting to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Professional Retirement Strategies LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Chad Docken	Omaha, NE	10
Marvin Docken	Omaha, NE	38

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