Stacey Klein

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

• 06/2012 → Present
  Pfs Investments Inc
  La Crosse, WI
• 02/2011 → Present
  Primerica Financial Services
  La Crosse, WI
• 09/2017 → 05/2021
  Eat Your Peas Llc
  Trempealeau, WI
• 07/2018 → Present
  Harry'S Place
  Dodge, WI
• 12/2021 → Present
  City Of Galesville
  Galesville, WI
• 04/2022 → Present
  Trempealeau County
  Whitehall, WI
• 01/2023 → 04/2026
  Trempealeau County Health Care Center
  Whitehall, WI
• 01/2025 → 02/2026
  Wisconsin State Legislature
  Madison, WI
• 12/2024 → 12/2024
  Galesville Ettrick Trempealeau School District
  Galesville, WI
• 04/2025 → Present
  Town Of Caledonia
  Caledonia, WI

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-23
• S63 Uniform Securities Agent State Law Examination
  2012-07-28

Other Names

• Stacey Zabinski
• Stacey Mico