PROFESSIONAL FINANCIAL MANAGEMENT, INC. of APPLETON, WI is an SEC-registered investment adviser (CRD 154016). Regulatory assets under management: $115.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Mark John Vanderlinden | PRESIDENT | — |
| Kirt Douglas Rezek | CHIEF COMPLIANCE OFFICER AND SECRETARY | — |
| Donald Allen Swain | VICE PRESIDENT | — |