Thomas
Obrist
Professional Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas Obrist is a financial advisor who works out of North Platte, Nebraska with 8 years of relevant experience. Obrist is an advisor for Professional Financial Advisors, LLC. Over the course of their career, they have held roles at Dana F. Cole & Company, Sagepoint Financial, Inc and Professional Financial Advisors, LLC. Obrist has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska. Professional Financial Advisors, LLC is an advisory business based out of North Platte, NE. The firm has offices in four locations and a total of seven employees. It oversees $307 million in total assets across its 2,583 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 2,583 accounts, just 9% belong to high-net-worth clients who have more than $1 million in investable assets. Professional Financial Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees usually depend on which services are provided. Fees charged by Professional Financial Advisors, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Thomas Obrist Work History
Thomas has been registered as a financial advisor for 8 years.*
Professional Financial Advisors, LLC
Dana F. Cole & Company
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 Thomas Obrist 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
