Professional Financial Services, Inc.

Professional Financial Services, Inc. is a registered investment adviser based in Sioux Falls, South Dakota, established in 1992 and specializing in asset management and investment consulting since 2015. The firm, owned by Kameron J. Carlson and Nancy A. Carlson, offers services tailored to individual client needs, emphasizing risk tolerance and financial goals. Acting as a fiduciary, the firm always prioritizes clients' best interests and maintains open communication channels. Services include Asset Management, Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. Fees for Asset Management and Comprehensive Portfolio Management services do not exceed 2.00% annually, while Financial Planning & Consulting fees range from $1,000 to $15,000. Retirement Plan Consulting fees are based on a percentage of managed assets, not exceeding 1.50%. The firm does not charge performance-based fees and provides investment discretion upon client agreement. Investment strategies include technical and fundamental analysis, with a focus on risk management. The firm does not accept proxy authority for voting client securities and does not require prepayment exceeding $1,200. Clients receive account statements directly from the custodian and have the option to provide investment discretion to the firm.