PROFESSIONAL RETIREMENT STRATEGIES LLC

PROFESSIONAL RETIREMENT STRATEGIES LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 287808). Regulatory assets under management: $52.1M.

Registration

• CRD: 287808
• Type: Registered investment adviser
• Location: 3925 S. 147TH STREET, OMAHA, NE, 68144-5576
• Phone: 402-305-5165
• Latest filing: 2026-05-07
• Regulatory AUM: $52.1M
• Discretionary AUM: $52.1M
• Clients: 2
• Accounts: 344

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287808 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search