Professional Financial Management, Inc.

Professional Financial Management, Inc. (CRD# 118117) is a financial advisory firm headquartered in Bozeman, MT. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MT

Financial Advisors at Professional Financial Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Douglas M. Babcock
CRD#: 2499954
945 Technology Blvd. Ste. 102, Bozeman, MT 59718
96
Wealthminder
score

Douglas Babcock (CRD# 2499954) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Bozeman, MT and has over 22 years of experience in the finance industry. Douglas Babcock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert M. Frey
CRD#: 2153065
504 Henderson St., Bozeman, MT 59715
96
Wealthminder
score

Robert Frey (CRD# 2153065) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Bozeman, MT and has over 25 years of experience in the finance industry. Robert Frey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brandon M. Smith
CRD#: 6469065
945 Technology Blvd., Suite 102, Bozeman, MT 59718
87
Wealthminder
score

Brandon Smith (CRD# 6469065) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Bozeman, MT and has 1 year of experience in the finance industry.

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