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Sandra Jean Ripley

Pfs Investments Inc.

La Crosse, WI

CRD 5074320

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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
WI RA APPROVED 2021-07-13
  • WI RA
    APPROVED
    Since 2021-07-13

Branch Locations

2519 South Ave, La Crosse, WI 54601 • 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
Pfs Investments Inc. La Crosse WI 10/2020 Present
Primerica Financial Services La Crosse WI 01/2000 Present
Pasture Pride Cashton WI 05/2015 10/2016
Duluth Trading Co Mt. Horeb WI 10/2016 Present
Jenkins, Stittleburg And Menn Law Office Lafarge WI 12/2022 08/2024
Cashton Vet Clinic Cashton WI 10/2024 Present
  • 10/2020 → Present
    La Crosse, WI
  • 01/2000 → Present
    Primerica Financial Services
    La Crosse, WI
  • 05/2015 → 10/2016
    Pasture Pride
    Cashton, WI
  • 10/2016 → Present
    Duluth Trading Co
    Mt. Horeb, WI
  • 12/2022 → 08/2024
    Jenkins, Stittleburg And Menn Law Office
    Lafarge, WI
  • 10/2024 → Present
    Cashton Vet Clinic
    Cashton, 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 2021-06-24
S63 Uniform Securities Agent State Law Examination 2020-12-09
  • S65 Uniform Investment Adviser Law Examination
    2021-06-24
  • S63 Uniform Securities Agent State Law Examination
    2020-12-09
Other Names
  • Sandra Jean Whitehead
  • Jean Ripley Sandra
  • Sandra Jean Whitehead

View on SEC IAPD

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