Sara Ann Bulman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → Present
  Pfs Investments, Inc
  Decorah, IA
• 01/2011 → Present
  Primerica Financial Services
  Decorah, IA

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. Bulman & Associates, Inc. Investment Related, 1111 S Paine St Ste K Decorah IA 52101, Nature of Business (Primerica Business Purposes), Position/Title (Owner), Start Date (1/17/2013) to Present, 160 hours per month (80 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. Opportunity Homes, board member (Volunteer), 606 Iowa Ave, Decorah, IA, 52101, spends 2 hours per month on the OBA (0 during securities trading hours)

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-03
• S63 Uniform Securities Agent State Law Examination
  2011-07-29

Other Names

• Sara Ann Mcconnell