Professional Financial Management, Inc. Employee Directory

Q: What is Professional Financial Management, Inc. known for?

Professional Financial Management, Inc. was founded in 2010. Professional Financial Management, Inc. operates in the Investment Management industry.

Investment ManagementWisconsin, United States2-10 Employees

Professional Financial Management, Inc. is a Fee-Only, NAPFA registered investment management and financial planning firm. We offer services to individuals and families looking for objective investment advice, and fully integrated financial planning and analysis.

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

Professional Financial Management, Inc. Global Highlights

North America
4

United States Of America
4

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Professional Financial Management, Inc.'s Leadership

D. S.
Chief Investment Officer
Mobile Phone
Email
M. V. L.
President
Mobile Phone
Email
B. F.
Founder
Mobile Phone
Email
K. R.
Wealth Advisor
Mobile Phone
Email

Professional Financial Management, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Professional Financial Management, Inc.

Name

Title

Contact Info

Location

Last Update

M. V. L.
President
Mobile Phone
Email
United StatesWisconsin
Nov 14, 2025
B. F.
Founder
Mobile Phone
Email
Oct 22, 2024
D. S.
Chief Investment Officer
Mobile Phone
Email
United StatesWisconsin
Oct 23, 2024
K. R.
Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Feb 17, 2026

Frequently Asked Questions

What is Professional Financial Management, Inc. known for?

Professional Financial Management, Inc. was founded in 2010 operates in the Investment Management industry. The company's main headquarters is located in W6184 Aerotech Drive Appleton, Wisconsin 54914 United States; 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?

Professional 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?

Professional Financial Management, Inc. has approximately 3 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Chief Investment Officer: D. S.
President: M. V. L.
Founder: B. F.
Wealth Advisor: K. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.