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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 PFA advisors may use various methods to determine an appropriate investment strategy for client’s portfolio with the goal of reducing risk and increasing performance in each customized portfolio. The firm seeks to recommend investment strategies or products that will give clients a diversified portfolio consistent with their investment objective. They do this by analyzing the various products, investment strategies, and money management firms to which they provide access. That analysis includes a review of the structure, cost, and investment performance history of each program. | Directeur Général | 01/06/2010 |
Formation de Marc William Werkmeister
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Entreprise privées
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8
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
The University of Nebraska-Lincoln
 The University of Nebraska-Lincoln Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Professional Financial Advisors LLC (Nebraska)
Professional Financial Advisors LLC (Nebraska) Investment ManagersFinance PFA advisors may use various methods to determine an appropriate investment strategy for client’s portfolio with the goal of reducing risk and increasing performance in each customized portfolio. The firm seeks to recommend investment strategies or products that will give clients a diversified portfolio consistent with their investment objective. They do this by analyzing the various products, investment strategies, and money management firms to which they provide access. That analysis includes a review of the structure, cost, and investment performance history of each program. | Finance |
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