Donna
Bornheimer

Pfs Investments Inc

CRD#4531853
Investment Advisor
in La Crosse, WI

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About this Advisor

Donna Bornheimer is a financial advisor based in La Crosse, Wisconsin, working with Pfs Investments Inc. Donna has previously held positions at Primerica Financial Services and Pfs Investments Inc. Donna has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Donna is part of Pfs Investments Inc, which operates out of La Crosse, Wisconsin. 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

601 7Th Street North Suite 106
La Crosse, WI 54601

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

WI Average: 58
Total Number of Accounts

59,808

WI Average: 1,608
Average Account Size

$141,486

WI Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Donna Bornheimer Work History

2002 - Present (22 years)

Pfs Investments Inc

2001 - Present (23 years)

Primerica Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Donna Bornheimer 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

Jillian Cavanaugh
Manchester, NH
Andrew Arthur
Urbandale, IA
Josue Comulada Otero
Guaynabo, PR
Micah Wood
Meridian, ID
Janelle Pruett
Belfair, WA
Clay Schweitzer
Gillette, WY
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

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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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