Beth Anne Mckinney

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

• 04/1994 → Present
  Primerica Financial Services
  Wisconsin Rapids, WI
• 04/1995 → Present
  Pfs Investments Inc.
  Wisconsin Rapids, WI
• 11/2008 → Present
  Self Employed
  Valencia, CA
• 06/2018 → 04/2020
  Walter Mckinney
  Valencia, CA
• 08/2024 → Present
  Assumption Catholic Schools
  Wisconsin Rapids, 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
  2025-03-26
• S63 Uniform Securities Agent State Law Examination
  1995-08-18

Other Names

• Beth Anne Penza