findmyFA.app
The register of American financial advisors

Home / Firms / Professional Financial Management, Inc.

Professional Financial Management, Inc.

CRD 154016  ·  Appleton, WI  ·  $115.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
154016
SEC number
801-135207
Firm type
RIA
Assets under management
$115.5M as of Mar 18, 2026
Website
www.pfmria.com ↗
Phone
920-687-2600
Address
W6184 Aerotech Drive, Appleton, WI, 54914

Advisors at this firm

3 in our index · page 1 of 1

1–3 of 3

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 154016 ↗ FINRA BrokerCheck record for firm CRD 154016 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.