This website is limited to the dissemination of general information pertaining to Professional Financial Management, Inc. (Professional Financial Management), together with access to additional investment-related information, publications, and links. Accordingly, the publication of this website should not be construed as a solicitation or offer to effect, or attempt to effect, transactions in securities or personalized investment advice for compensation over the Internet.
The material on this website is without regard to the specific investment objectives, financial situation, or particular needs of any visitor. Any opinions expressed on this website do not constitute investment advice.
Professional Financial Management is a registered investment advisor located in Bozeman, MT. Professional Financial Management and its representatives are in compliance with the current registration requirements applicable in those states in which Professional Financial Management maintains clients.
Professional Financial Management, Inc. is registered with the Securities and Exchange Commission (SEC). Professional Financial Management, Inc. and its representatives are in compliance with the current notice filing and registration requirements applicable in those states our clients reside. Professional Financial Management, Inc. and its representatives may only transact business or communicate individually with any client about rendering investment advice or solicit or negotiate the sale of investment advisory services in those states it has notice filed or qualifies for an exemption from notice filing. To determine whether or not our firm is notice filed in your state please contact our office or your state’s securities law administrator. You can also find this information at adviserinfo.sec.gov. Our CRD# is 118117. Although we may not currently be notice filed in your state, we may notice file your state if warranted. The purpose of notice filing in a state is simply to notify the state securities law administrator that we are doing business in their state.