Thomas Obrist (CRD# 4564220) is an Investment Advisor Representative working at Professional Financial Advisors, LLC in North Platte, NE and has over 21 years of experience in the finance industry.
CRD# 6402180
Lpl Financial LLC
CRD# 1944848
Ameriprise Financial Services, LLC
CRD# 6322296
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Professional Financial Advisors, LLC | North Platte, NE | Mar 2015 - Current | 9 |
| Dana F. Cole & Company | Lincoln, NE | Jan 1972 - Current | 52 |
| Sagepoint Financial, Inc. | North Platte, NE | Oct 2005 - Dec 2017 | 12 |
| Sagepoint Financial, Inc. | North Platte, NE | Apr 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- NE
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts3,038ACCOUNTS
-
Average Account Value$164,687
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CO, KS, MO, NE, SD, TX, WY
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