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Phillip Richard Hansen

Pfs Investments Inc.

Loveland, CO

Loveland, CO

CRD 5413489

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Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-31
CO RA APPROVED 2011-08-12
  • TX RA
    APPROVED_RES
    Since 2019-01-31
  • CO RA
    APPROVED
    Since 2011-08-12

Branch Locations

Loveland, CO • United States

1401 S Taft Ave Ste 102-A, Loveland, CO 80537 • 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
Pfs Investments, Inc Loveland CO 08/2007 Present
Phil Hansen Studio Llc Loveland CO 01/2007 12/2024
Primerica Financial Services Loveland CO 05/2007 Present
  • 08/2007 → Present
    Loveland, CO
  • 01/2007 → 12/2024
    Phil Hansen Studio Llc
    Loveland, CO
  • 05/2007 → Present
    Primerica Financial Services
    Loveland, CO
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. Pres LLC, Investment Related, 4952 Silverwood Dr. Johnstown CO 80534, Nature of Business (Primerica Business Purposes), Position/Title (Sole Owner), Start Date (4/15/2021) to Present, 160 of hours per month (140 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-02-03
S65 Uniform Investment Adviser Law Examination 2011-03-05
  • S63 Uniform Securities Agent State Law Examination
    2012-02-03
  • S65 Uniform Investment Adviser Law Examination
    2011-03-05

View on SEC IAPD

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