Bernard Roy Wurts
Investment adviser representative at Professional Financial Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$769.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Priority Adult Learning InstituteSep 2017 to now
- Professional Financial Advisors, LLCJan 2003 to now
- Sagepoint Financial, Inc.Jan 2018 to Dec 2018
- Sagepoint Financial, Inc.Oct 2005 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (KS, NE).
Professional Financial Advisors, LLC
$769.8MAssets managed
3,345Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2651432
- Firm CRD
- 173719