Best Investors Account Sign in

Kelly Michelle Liebl Ebbole

Pfs Investments Inc.

Waukesha, WI

Claim This Profile
Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-11
  • WI RA
    APPROVED
    Since 2026-02-11

Branch Locations

2607 N Grandview Blvd Ste 141, Waukesha, WI 53188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Optionshouse Chicago IL 01/2015 08/2017
E*Trade Securities Llc Chicago IL 08/2017 09/2017
Pfs Investments Inc. Waukesha WI 07/2019 Present
Primerica Financial Services Waukesha WI 06/2019 Present
Homemaker Brookfield WI 08/2017 02/2018
Exit Realty Xl Germantown WI 02/2018 Present
  • 01/2015 → 08/2017
    Optionshouse
    Chicago, IL
  • 08/2017 → 09/2017
    E*Trade Securities Llc
    Chicago, IL
  • 07/2019 → Present
    Waukesha, WI
  • 06/2019 → Present
    Primerica Financial Services
    Waukesha, WI
  • 08/2017 → 02/2018
    Homemaker
    Brookfield, WI
  • 02/2018 → Present
    Exit Realty Xl
    Germantown, WI
Previous Registrations
  • 2019-12-19 → 2025-12-31
    Waukesha, WI
  • 2004-10-20 → 2007-11-12
    Banc Of America Investment Services, Inc.
    Chicago, IL
    Chicago, IL
  • 2004-03-03 → 2004-10-20
    Quick & Reilly, Inc.
    Northbrook, IL
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Perfectly Personal Gifts, Brookfield, WI 53045, Owner, 11/2018 to Present, 2-5 hours committed per month (1-2 hours during securities trading hours). KMLE Group, LLC., Brookfield, WI 53045, Broker/Owner, 02/2018 to Present, 160 hours committed per month (120 hours during securities trading hours). KMLE Group, LLC. DBA Strategic Focus Realty, Investment Related, Brookfield, WI 53008, Broker/Owner and Realtor/Ownership, 180 hours committed per month (115 hours during securities trading hours). Strategic Focus Consulting, Not investment related, Brookfield, WI 53045, Nature of Business: Business consulting related to starting real estate businesses, Owner, 5 hours committed per month (5 hours during securities trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-12
  • S66 Uniform Combined State Law Examination
    2002-07-12
Other Names
  • Kelly Michelle Liebl
  • Kelly Michelle Liebl
  • Kelly Michelle Liebl Ebbole
  • Kelly Liebl
  • Kelly Ebbole

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Waukesha, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor