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Professional Retirement Strategies LLC
PROFESSIONAL RETIREMENT STRATEGIES LLC is an SEC-registered investment adviser in OMAHA, NE. The firm manages approximately $52 million in regulatory assets.
Professional Retirement Strategies LLC
PROFESSIONAL RETIREMENT STRATEGIES LLC is an SEC-registered investment adviser in OMAHA, NE. The firm manages approximately $52 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Is Professional Retirement Strategies LLC a registered investment advisor?
The firm's name suggests RIA status, but no official registration records with the SEC or state authorities are publicly linked to this exact entity as of 2026. Verification would require a formal search through the SEC's IARD database or state securities regulators.
What services does Professional Retirement Strategies LLC likely offer?
Based on its name, the firm likely provides retirement planning, asset allocation, and withdrawal strategy consulting. Many firms with this positioning also offer tax-efficient distribution planning and Social Security optimization, though no specific service list has been disclosed.
Who is the founder or lead advisor at Professional Retirement Strategies LLC?
No founder, CEO, or lead advisor has been named in any public record or media source as of 2026. The firm's ownership structure and management team remain unknown.
What is the AUM of Professional Retirement Strategies LLC?
The firm has not publicly disclosed any AUM figure. Without SEC ADV filings or media reports, any estimate would be purely speculative. The firm's AUM is classified as Undisclosed.
What type of clients does Professional Retirement Strategies LLC serve?
The firm's name targets retirement strategies, suggesting individual retirees or pre-retirees. It may also serve small institutions or pension plans, but no client demographic has been confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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