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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-27-2017
- Office Locations
- 1
Office Locations
About Professional Retirement Strategies LLC
Retirement Strategies, LLC partners with professional advisors, plan sponsors, and employers on qualified retirement plans, helping evaluate plan design, service models, and costs while delivering customized, technical support. The firm also offers portfolio construction and asset management, with allocations largely implemented via ETFs (per public profile data). Custody relationships include Charles Schwab and Nationwide.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Chad Parker Docken
Chief Compliance Officer, Managing Member
- CRD
- #6600665
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARVIN OSCAR DOCKEN
Agent
- CRD
- #1159381
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,142,739 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,142,739 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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