Douglas
Peterson
Professional Financial Advisors, LLC
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About this Advisor
Douglas Peterson is a certified financial planner and chartered financial consultant operating out of North Platte, Nebraska with a total of 8 years of industry experience. Peterson works at Professional Financial Advisors, LLC. Peterson has gained experience at Professional Financial Advisors, LLC, Sagepoint Financial, Inc, Donna'S Office Services, LLC and Priority Adult Learning Institute. Peterson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Nebraska and Texas. Professional Financial Advisors, LLC is a registered investment company headquartered in North Platte, NE. It has offices in four locations and a total of seven financial advisors. It administers $307 million in assets among its 2,583 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to one charities and foundations. Of its 2,583 accounts, just 9% are held by high-net-worth clients who have more than $1 million in assets available to invest. Professional Financial Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually are based on which services the firm provides the client. Fees charged by Professional Financial Advisors, LLC may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Professional Financial Advisors, LLC Brokerage Details
$307,300,204
7
2,583
$118,970
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Douglas Peterson Work History
Douglas has been registered as a financial advisor for 8 years.*
Priority Adult Learning Institute
Donna'S Office Services, LLC
Professional Financial Advisors, LLC
Professional Financial Advisors, LLC
Sagepoint Financial, Inc
Sagepoint Financial, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Professional Financial Advisors, LLC
North Platte, NE
North Platte, NE
North Platte, NE
North Platte, NE
North Platte, NE
North Platte, NE
North Platte, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
