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 serves individual investors—including both non‑HNW and high‑net‑worth clients—and retirement plans, providing discretionary asset management as well as ERISA plan advisory services. The firm offers ongoing portfolio management and may act as either a limited‑scope ERISA 3(21) advisor or a discretionary ERISA 3(38) investment manager for plan sponsors. Investment programs are implemented according to a client‑specific investment policy statement and draw on fundamental, technical and cyclical analysis, with quarterly account reviews and periodic client meetings to monitor objectives and risk tolerance. The firm operates with discretionary trading authority and requires client assets be custodied at Charles Schwab, using custodial reporting and execution capabilities to support portfolio administration. Noteworthy distinctions include a formal participant education effort—group enrollment meetings and investment education for plan participants—that the firm explicitly offers as part of its ERISA services, an offering that is relatively uncommon among peers. The brochure also discloses the firm’s use of Schwab’s custodial services (and associated soft‑dollar benefits) and that advisor representatives may receive external compensation for insurance products; these relationships and potential conflicts are addressed through disclosures and the firm’s fiduciary policies.
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 |
|---|---|---|
Omaha, NE
| 9
| |
Omaha, NE
| 38
|
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