Sara
Bulman

Pfs Investments Inc

CRD#5914520
Investment Advisor
in Decorah, IA

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About this Advisor

Sara Bulman is a financial advisor who works out of Decorah, Iowa, with 10 years of industry experience. Bulman is an employee of Pfs Investments Inc. During their career, the advisor has held roles at Pfs Investments, Inc and Primerica Financial Services. Bulman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Pfs Investments Inc is an advisory business based in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It oversees $7 billion in total assets among its 56,552 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Pfs Investments Inc provides portfolio management for individuals and small businesses. A financial advisor's fees typically are based on which services the firm provides the client. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1111 S Paine St Ste M
Decorah, IA 52101

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

IA Average: $3,570,121,308
Total Number of Employees

3,449

IA Average: 58
Total Number of Accounts

56,552

IA Average: 1,608
Average Account Size

$125,337

IA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Sara Bulman Work History

Sara has been registered as a financial advisor for 10 years.*

2011 - Present (13 years)

Pfs Investments, Inc

2011 - Present (13 years)

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 Sara Bulman 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

Charles Swope
York, PA
Kinna Mcguire
San Antonio, TX
Esther White
Avondale, AZ
Dina Rubakha
Hiawatha, IA
Julius Lee
Corpus Christi, TX
Julie Trudeau
Boise, ID
Rachael Pope
Duluth, GA
Brett Sowers
Rochester, MI

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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