Katelin
Reynhout

Pfs Investments Inc

CRD#7440606
Investment Advisor
in Portage, MI

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About this Advisor

Katelin Reynhout is a financial advisor based in Portage, Michigan, working with Pfs Investments Inc. Katelin has previously held positions at Pfs Investments Inc, Primerica Financial Services, Homemaker, and Kalamazoo County Sheriff's Department. Katelin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Katelin is part of Pfs Investments Inc, which operates out of Portage, Michigan. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

950 Trade Centre Way Ste 303
Portage, MI 49002

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

MI Average: 58
Total Number of Accounts

59,808

MI Average: 1,608
Average Account Size

$141,486

MI Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Katelin Reynhout Work History

2021 - Present (3 years)

Pfs Investments Inc

2021 - Present (3 years)

Primerica Financial Services

2016 - 2021 (5 years)

Homemaker

2013 - 2016 (3 years)

Kalamazoo County Sheriff'S Department

Disclosures

Please visit the SEC profile of Katelin Reynhout to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Micah Wood
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Janelle Pruett
Belfair, WA
Michael Giordano
Hialeah, FL
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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