Polly
Dedrick

Pfs Investments Inc

CRD#5475212
Investment Advisor
in Saint Paul, MN

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About this Advisor

Polly Dedrick is a financial advisor based in Saint Paul, Minnesota, working with Pfs Investments Inc. Polly has previously held positions at University Wisconsin, Primerica Financial Services, Pfs Investments Inc, and Premier Construction D/B/A Amazing Husband Handyman. Polly has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Polly is part of Pfs Investments Inc, which operates out of Saint Paul, Minnesota. 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

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4525 White Bear Pkwy Ste 212
Saint Paul, MN 55110

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

MN Average: 58
Total Number of Accounts

59,808

MN Average: 1,608
Average Account Size

$141,486

MN Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Polly Dedrick Work History

2008 - Present (16 years)

Pfs Investments Inc

2007 - Present (17 years)

Primerica Financial Services

2007 - 2015 (8 years)

University Wisconsin

1992 - 2014 (22 years)

Premier Construction D/B/A Amazing Husband Handyman

Disclosures

Please visit the SEC profile of Polly Dedrick 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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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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