Brian
Bruhn

Pfs Investments Inc

CRD#7327202
Investment Advisor
in Janesville, WI

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About this Advisor

Brian Bruhn is a financial advisor working in Janesville, Wisconsin with a total of 1 year of relevant experience. Bruhn is on the advisory team at Pfs Investments Inc. During their career, Bruhn has held roles at Pfs Investments Inc, Primerica Financial Services, Zoro Tools, Eatstreet, Century 21 Affiliated, Ariens Company, Ww Grainger, Basics Cooperative Natural Foods and Jnb Signs, Inc. Bruhn maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Wisconsin. Pfs Investments Inc is an advisory business that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 employees. It manages $7 billion in assets between its 56,552 accounts, making it one of the largest financial advisory firms in the country 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 greater than $1 million in investable assets. The firm offers portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on which service is provided. However, fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4323 Milton Ave Ste 210
Janesville, WI 53546

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

WI Average: 58
Total Number of Accounts

56,552

WI Average: 1,608
Average Account Size

$125,337

WI Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Brian Bruhn Work History

Brian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Basics Cooperative Natural Foods

2021 - Present (3 years)

Pfs Investments Inc

2020 - Present (4 years)

Primerica Financial Services

2017 - Present (7 years)

Jnb Signs, Inc

2021 - 2022 (1 year)

Ww Grainger

2020 - 2022 (2 years)

Eatstreet

2018 - 2021 (3 years)

Zoro Tools

2018 - 2018 (< 1 year)

Century 21 Affiliated

2017 - 2018 (1 year)

Ariens Company

1994 - 2017 (23 years)

Ww Grainger

*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 Brian Bruhn 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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Walter Mcnall
Clifton Park, NY
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA
Julius Lee
Corpus Christi, TX
Brett Sowers
Rochester, MI
Esther White
Avondale, AZ

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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