Marc Werkmeister
Marc Werkmeister is a registered investment advisor at Professional Financial Advisors, LLC, based in North Platte, NE, with 19 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,078 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Professional Financial Advisors (PFA) offers investment management services with fees based on a percentage of the assets managed.
For accounts in the Professional Financial Advisors Wrap Fee Program, the maximum annual fee is 1.60% of assets, but this fee is negotiable.
For mutual fund portfolios managed through American Funds, PFA charges:
- 0.75% annually on the first $999,999
- 0.50% annually on amounts over $1,000,000
For variable annuity portfolios, PFA charges up to 1.60% annually, and this fee is negotiable.
These fees are billed quarterly in arrears.
Location
1400 S Dewey St, Suite 300, North Platte, NE, 69101-5311
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marc co-owns and operates Werkmeister Farms, dedicating nearly full-time hours to the business. He also works as an insurance agent for various carriers, spending about 10-20% of his time on insurance sales, and owns residential investment property, spending minimal time on maintenance and tenant management.
Employment History
Current Registrations
Professional Financial Advisors, LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.