Professional Financial Services, Inc.

Professional Financial Services, Inc. (CRD# 269937) is a financial advisory firm headquartered in Sioux Falls, SD. They manage $112,360,000 in 508 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $221,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

IA, MN, ND, SD

Financial Advisors at Professional Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kameron J. Carlson
CRD#: 2580327
5024 S. Bur Oak Pl., Suite 100, Sioux Falls, SD 57108
96
Wealthminder
score

Kameron Carlson (CRD# 2580327) is an Investment Advisor Representative working at Professional Financial Services, Inc. in Sioux Falls, SD and has over 23 years of experience in the finance industry. Kameron Carlson 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
Jill N. Mollner
CRD#: 4968147
5024 S. Bur Oak Pl., Suite 100, Sioux Falls, SD 57108
96
Wealthminder
score

Jill Mollner (CRD# 4968147) is an Investment Advisor Representative working at Professional Financial Services, Inc. in Sioux Falls, SD and has over 12 years of experience in the finance industry. Jill Mollner 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.

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