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Professional Financial Management, Inc. Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

Professional Financial Management, Inc. is an investment management and financial planning firm that operates on a fee-only basis and is registered with NAPFA. It serves individuals and families seeking objective investment guidance, providing fully integrated financial planning and analysis. The firm is based in Appleton, Wisconsin.

As a small firm within the investment management field, it focuses on objective advice and comprehensive planning. Additional information about the company can be found on its website, pfmria.com.

Find Professional Financial Management, Inc. employees' phone numbers or email addresses

Professional Financial Management, Inc. Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Professional Financial Management, Inc.'s Leadership

  • Stylized image of a person
    B. F.
    Founder
    Phone icon
    Mobile Phone

Professional Financial Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Professional Financial Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. F.
    Founder
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Professional Financial Management, Inc. known for?

Minus sign iconPlus sign iconProfessional Financial Management, Inc. was founded in 2010 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-920-687-****
. Explore Professional Financial Management, Inc.'s company overview page for more information.

What is Professional Financial Management, Inc.'s most common email format?

Minus sign iconPlus sign iconProfessional Financial Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Professional Financial Management, Inc. email formats with LeadIQ.

How many employees does Professional Financial Management, Inc. have currently?

Minus sign iconPlus sign iconProfessional Financial Management, Inc. has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Professional Financial Management, Inc.'s key employees and leadership?

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As of July 2026, Professional Financial Management, Inc.'s key employees include:

  • Founder: B. F.

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