Chad Docken is a registered investment advisor at Professional Retirement Strategies LLC, based in Omaha, NE, with 9 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 162 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $3.5M | 1.25% |
| $3.5M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee unless the client requests otherwise.
Fee Estimator
Location
3925 S. 147th Street, Suite 115, Omaha, NE, 68144-5576
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 Activities
Chad owns 3DForgeZ, a costume prop shop, since 2019. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Professional Retirement Strategies LLC
Previous Registrations
Heartland Financial Advisors, LLC
Gradient Securities, LLCBroker
State Registrations5 states
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