Services

The tools we use

Employer, Plans, IRA's, Annuities, Pensions, Income/Expense, Projections, Investment...

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Process

How we help you

Advanced, highly customized planning, Designing an estate plan, Making final adjustments...

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Portfolio

Innovative Solutions

We understand that everyone has different investment goals. It’s our job to listen to you...

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Free Report

Educational Material

Were happy to provide free, educational reports from time to time, These Reports are ...

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Welcome to Professional Financial Advisors,LLC

Working with you to achieve the most suitable customizable solution for your investing goals and future needs.

Professional Financial Advisors, LLC is a financial services firm dedicated to helping their clients meet their goals. By utilizing all of the individual talents within our firm, we aim to offer an enjoyable and productive experience for all of our clients. Our defined process allows us to manage your finances in a way that prevents individual emotions from interfering in your potential success. As simple as our logic is, there is a level of sophistication and technology within our programs that are rarely available to individual investors. The premise behind our slogan holds true in everything we do. We are constantly looking for a better process which will help improve each of our client’s lives by providing better results.

Our goal is simple, to help clients live a more enjoyable life with help from smarter planning.

  •   Comprehensive Financial Planning
  •   Fact-Based Investing
  •   Regular Client Contact
  •   Dedicated Wealth Management Team & Support Staff

Douglas D.Peterson, CFP

Registered Principal*

Douglas D. Peterson, CFP, CLU, is an independent financial representaive through Professional Financial Advisors, LLC. Doug specializes in ...

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Bernard Wurts, CFP

Financial Advisor, Principal*

To help you live the life of your choice through the accumulation and conservation of your financial resources.Since 1994, Bernie has been working ...

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Marc Werkmeister, CFP

Financial Advisor*

Marc Werkmeister is a financial specialist with Professional Financial Advisors, LLC. For nearly six years, he has been helping clients achieve...

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Brian Kujath

Financial Advisor*

"Brian Kujath is a financial specialist with Professional Financial Advisors, LLC. Brian has been assisting clients reach their financial goals since 2007...

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*Broker/Dealer Disclosure

Check the background of this firm on FINRA's BrokerCheck.

Securities, insurance, and investment advisory services offered through SagePoint Financial, Inc., Member FINRA/SIPC and a registered Investment advisor. Professional Financial Advisors is not affiliated with SagePoint Financial, Inc. or registered as a broker/dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of Nebraska, Kansas, Colorado, Missouri, Iowa, South Dakota, and Wyoming. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION: A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

The views expressed are not necessarily the opinion of SagePoint Financial Inc., and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Investors should understand that investing in strategies that are non-correlated to the stock and bond markets are not without risk. There can be no assurance that these investments will be profitable and will even outperform asset classes correlated to the stock and bond markets. These strategies may not suitable for all investors.

FINRA | SIPC