# PROFESSIONAL FINANCIAL MANAGEMENT, INC.

PROFESSIONAL FINANCIAL MANAGEMENT, INC. of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 154016
- Type: SEC-registered investment adviser
- SEC file number: 801-135207
- Location: W6184 AEROTECH DRIVE, SUITE A, APPLETON, WI, 54914
- Phone: 920-687-2600
- Latest filing: 2026-03-18
- Regulatory AUM: $115.5M
- Discretionary AUM: $100.8M
- Non-discretionary AUM: $14.7M
- Clients: 5
- Accounts: 659

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Mark John Vanderlinden | PRESIDENT | — |
| Kirt Douglas Rezek | CHIEF COMPLIANCE OFFICER AND SECRETARY | — |
| Donald Allen Swain | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154016/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154016/similar
- Related entities: https://search.stillhousedata.com/firm/154016/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154016

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.