Valerie
Kirchhoff

Pfs Investments Inc

CRD#7091492
Investment Advisor
in Ludington, MI

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About this Advisor

Valerie Kirchhoff is a financial advisor based in Ludington, Michigan, working with Pfs Investments Inc. Valerie has previously held positions at Pfs Investments Inc, Primerica Financial Services, Jaguar Landrover Treasure Coast, Radical Cosmetics, Swimfit & Fun, Christi'S Fitness, Wallace Nissan, Fitness International, Capitol Cadillac, Ymca Treasure Coast, Big Vanilla, Jupiter Island Club, Anne Arundel County, Martin Memorial, Sailfish Point, Walgreens, Whispering Oaks Campground, H&R Block, and Intercruises Shoreside & Port Services. Valerie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Valerie is part of Pfs Investments Inc, which operates out of Ludington, 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

337 N Jebavy Drive Suite A
Ludington, MI 49431

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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

Valerie Kirchhoff Work History

2023 - Present (2 years)

H&R Block

2023 - Present (2 years)

Intercruises Shoreside & Port Services

2021 - Present (4 years)

Whispering Oaks Campground

2019 - Present (6 years)

Pfs Investments Inc

2018 - Present (7 years)

Primerica Financial Services

2021 - 2021 (< 1 year)

Walgreens

2019 - 2019 (< 1 year)

Jaguar Landrover Treasure Coast

2018 - 2019 (1 year)

Radical Cosmetics

2018 - 2019 (1 year)

Christi'S Fitness

2017 - 2019 (2 years)

Swimfit & Fun

2016 - 2018 (2 years)

Jupiter Island Club

2016 - 2018 (2 years)

Martin Memorial

2016 - 2017 (1 year)

Sailfish Point

2015 - 2016 (1 year)

Wallace Nissan

2015 - 2019 (4 years)

Ymca Treasure Coast

2015 - 2015 (< 1 year)

Big Vanilla

2013 - 2019 (6 years)

Fitness International

2013 - 2015 (2 years)

Anne Arundel County

2005 - 2015 (10 years)

Capitol Cadillac

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Valerie Kirchhoff 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

Andrew Arthur
Urbandale, IA
Michael Giordano
Hialeah, FL
Josue Comulada Otero
Guaynabo, PR
Clay Schweitzer
Gillette, WY
Janelle Pruett
Belfair, WA
Heather Horan
Duluth, GA
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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