PROFESSIONAL FINANCIAL SERVICES, INC.
PROFESSIONAL FINANCIAL SERVICES, INC. of SIOUX FALLS, SD is an SEC-registered investment adviser (CRD 269937). Regulatory assets under management: $190.4M.
Registration
- CRD: 269937
- SEC file number: 801-101514
- Type: Registered investment adviser
- Location: 5024 S. BUR OAK PL., SUITE 100, SIOUX FALLS, SD, 57108
- Phone: 605-338-9191
- Latest filing: 2022-09-20
- Regulatory AUM: $190.4M
- Discretionary AUM: $190.4M
- Clients: 2
- Accounts: 625
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CARLSON KATHLEEN ANN | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| CARLSON KAMERON JAY | VICE PRESIDENT | — |
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