Best Investors Account Sign in

Timothy William Mueller

Pfs Investments Inc.

La Crescent, MN

La Crosse, WI

Rochester, MN

CRD 2574974

Claim This Profile
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
MN RA APPROVED 2013-12-05
  • MN RA
    APPROVED
    Since 2013-12-05

Branch Locations

La Crescent, MN • United States

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

1652 Greenview Dr Sw Ste 110-B, Rochester, MN 55902 • 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
Primerica Financial Services Rochester MN 11/1994 Present
City Brewery Co Lacrosse WI 09/2001 08/2024
Lacrosse Tribune Lacrosse WI 03/2003 10/2017
Pfs Investments Inc Lacrosse WI 12/1994 Present
  • 11/1994 → Present
    Primerica Financial Services
    Rochester, MN
  • 09/2001 → 08/2024
    City Brewery Co
    Lacrosse, WI
  • 03/2003 → 10/2017
    Lacrosse Tribune
    Lacrosse, WI
  • 12/1994 → Present
    Lacrosse, 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-25
S63 Uniform Securities Agent State Law Examination 1996-07-23
  • S65 Uniform Investment Adviser Law Examination
    2017-03-25
  • S63 Uniform Securities Agent State Law Examination
    1996-07-23

View on SEC IAPD

More in La Crescent, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor