Marc William Werkmeister
Directeur Général chez Professional Financial Advisors LLC (Nebraska)
Profil
Mr. Marc W.
Werkmeister is a Managing Member at Professional Financial Advisors LLC (NE).
He has played a critical role in the development of the firm's long-term investment strategies and retirement income strategies.
Prior to joining the firm in June 2010, he worked as a Financial Advisor from Waddell & Reed Financial Advisors (September 2006 to May 2010) and from Sagepoint Financial, Inc. (2010 to 2015).
Mr. Werkmeister received a Bachelors of Science in Business Administration in May, 2006 from University of Nebraska Lincoln.
Postes actifs de Marc William Werkmeister
| Sociétés | Poste | Début |
|---|---|---|
Professional Financial Advisors LLC (Nebraska)
 Professional Financial Advisors LLC (Nebraska) Investment ManagersFinance Professional Financial Advisors LLC (PFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in North Platte, Nebraska. PFA offers investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, foundations, charitable organizations, insurance companies, corporations, and other business entities. | Directeur Général | 01/06/2010 |
Formation de Marc William Werkmeister
| The University of Nebraska-Lincoln | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Professional Financial Advisors LLC (Nebraska)
Professional Financial Advisors LLC (Nebraska) Investment ManagersFinance Professional Financial Advisors LLC (PFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in North Platte, Nebraska. PFA offers investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, foundations, charitable organizations, insurance companies, corporations, and other business entities. | Finance |
