Heather
Schmidt
Pfs Investments Inc
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About this Advisor
Heather Schmidt is a financial advisor working in Indianapolis, Indiana who has 11 years of relevant experience. Schmidt is an advisor for Pfs Investments Inc. During their career, the advisor has held roles at Primerica Financial Services and Pfs Investments Inc. Schmidt maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. Pfs Investments Inc is a business operating out of Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 employees. It controls $7 billion in total assets across its 56,552 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 56,552 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the financial services. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$7,088,085,794
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,449
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
56,552
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$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Heather Schmidt Work History
Heather has been registered as a financial advisor for 11 years.*
Pfs Investments Inc
Primerica Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Heather Schmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primerica Advisors
Billings, MT
Valley Stream, NY
Suwanee, GA
Hiawatha, IA
Cranbury, NJ
Duluth, GA
Rochester, MI
York, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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