Grant
Veneman

Pfs Investments Inc

CRD#6988632
Investment Advisor
in Dublin, OH

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About this Advisor

Grant Veneman is a financial advisor based in Dublin, Ohio, working with Pfs Investments Inc. Grant has previously held positions at Pfs Investments Inc, Primerica Financial Services, Chipotle, Subway, Columbus College Of Art & Design, Buckeye Valley Local Schools, Ccad Student Agency, Airwaves LLC, Donatos Pizza, Lyft Rideshare, and Greenway Recycling. Grant is registered to provide services in Ohio. Currently, Grant is part of Pfs Investments Inc, which operates out of Dublin, Ohio. 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.

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7215 Sawmill Road Unit F Ste 25-A
Dublin, OH 43016

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

OH Average: 58
Total Number of Accounts

59,808

OH Average: 1,608
Average Account Size

$141,486

OH Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Grant Veneman Work History

2020 - Present (4 years)

Pfs Investments Inc

2020 - Present (4 years)

Donatos Pizza

2018 - Present (6 years)

Primerica Financial Services

2018 - Present (6 years)

Lyft Rideshare

2016 - Present (8 years)

Columbus College Of Art & Design

2022 - 2022 (< 1 year)

Greenway Recycling

2020 - 2020 (< 1 year)

Airwaves LLC

2018 - 2018 (< 1 year)

Subway

2018 - 2019 (1 year)

Ccad Student Agency

2017 - 2018 (1 year)

Chipotle

2008 - 2016 (8 years)

Buckeye Valley Local Schools

Disclosures

Please visit the SEC profile of Grant Veneman 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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Heather Horan
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Alden Small
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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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