CRD: 173719
Professional Financial Advisors, LLC
$769.8M Total AUM
$665.1M Disc. AUM
32.7% 3Y CAGR
12 Employees
3,380 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Quantum quantumPrime crest +more
- Established Date
- 05-19-2015
- Office Locations
- 3
Office Locations
1400 S Dewey ST Suite 300 North Platte NE
55 Corporate Woods 9300 West 110th Street, Suite 145 Overland Park KS
747 N Burlington AVE Ste. G120 Hastings NE
About Professional Financial Advisors, LLC
Professional Financial Advisors (PFA) is an independent, fee-based RIA of CFP professionals providing full-service financial planning and investment guidance. The firm works with families as well as businesses and organizations, with a focus on investment planning, retirement planning, and company retirement plan support. PFA also delivers ongoing client education through its blog, events, and a retirement-focused podcast.
Team overview
39 AVG AGE
$110.0M AVG AUM / ADVISOR
$227.8K AVG AUM / CLIENT
6.8 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Zenith Foundation crest Optima legacy Wave pathway
Client Personas
Ridge crest Glacier radial Bridge momentum
Custodian
Summit timber Vital Timber Matrix Vital
Investment Themes
Quantum element Vertex harbor Matrix unison Foundation ember Atlas momentum
Investment Vehicles
North value Horizon fusion
Services
Element Atlas Summit Oak summit Delta Focus north Vertex Timber Zenith Eagle fusion Vector matrix
Technology
Unison timber Glacier Alpha legacy Summit wave Signal vertex
Owner & Executives
MARC WILLIAM WERKMEISTER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5185131
- Ownership
- 50% but less than 75%
(884) 901-6468
momentum.crest@oakcapital.com
in linkedin.com/in/optima-optima
DOUGLAS DE WAYNE PETERSON
Financial Advisor, General Partner
- CRD
- #1303079
- Ownership
- 25% but less than 50%
(754) 988-5902
insight.prime@meridiancapital.com
in linkedin.com/in/summit-signal
Showing 2 of 2 owners & executives
Unlock allContacts
Kayla Lynn Douglas
Financial Advisor, General Partner
- CRD
- #7300356
(266) 412-5223
element.optima@timbercapital.com
in linkedin.com/in/peak-north
TROY EUGENE FRY
--
- CRD
- #4808963
(583) 664-4241
optima.catalyst@ridgecapital.com
in linkedin.com/in/unison-radial
M
Meridian bridge
Meridian legacy
- CRD
- #54858
(244) 213-7362
pathway.ember@crestcapital.com
in linkedin.com/in/prime-peak
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $665,125,164 | $199,797 |
| Non-Discretionary | $104,682,572 | $6,542,661 |
| Total | $769,807,736 | $230,137 |
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Separately Managed Accounts
Total SMA Asset: $769,807,736
Public Funds:
11.6% Equity - Exchange:
36.8% Cash:
23.4% U.S. Government/Agency:
16.9% Equity - OTC:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $683,051,042 | 11.6% |
| Equity - Exchange | $2,166,920,547 | 36.8% |
| Cash | $1,377,878,826 | 23.4% |
| U.S. Government/Agency | $995,134,708 | 16.9% |
| Equity - OTC | $665,385,928 | 11.3% |
| Total | $5,888,371,051 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN QUANTUM | PEAK EMBER | 4W9GNQ1C4 | LQDAC | 11.65% | $67,858,704 |
| GLACIER PEAK | VITAL MERIDIAN | EE86B0R15 | PXB | 9.03% | $40,221,216 |
| PEAK FOCUS | PRIME ZENITH | 1YSQMPO2U | NDN | 2.96% | $75,569,640 |
| WAVE CAPITAL | WAVE RADIAL | SL7YLUVQN | JMW | 9.61% | $97,162,099 |
| MERIDIAN ELEMENT BRIDGE | WAVE DELTA | YG2JZTA7E | EVCSD | 4.57% | $42,392,499 |
| NORTH GLACIER VALUE | PRIME LEGACY | 2H1E4GYKY | NPX | 6.41% | $118,166,824 |
| BRIDGE SUMMIT | DELTA BEACON | DZ47RAB72 | RPITI | 6.40% | $72,253,141 |
| MATRIX TIMBER | ATLAS PEAK | VKPCHI05O | RBR | 2.92% | $50,080,060 |