Tricia L Plumhoff

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

• 05/2005 → Present
  Primerica Financial Services
  Ft Wright, KY
• 01/2007 → Present
  Homemaker
  Holland, MI
• 10/2005 → Present
  Pfs Investments Inc
  Ft Wright, KY
• 01/2023 → Present
  Era Integrity Real Estate
  New Castle, IN
• 01/2024 → Present
  Intuit, Inc.
  Mountain View, CA

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. Tricia's Tax Service, rep owns her own accounting firm, not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-19
• S63 Uniform Securities Agent State Law Examination
  2006-02-07