Lenin Ibarra

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

• 06/2015 → 08/2021
  Transamerica Retirement Solutions
  St. Paul, MN
• 06/2015 → 08/2021
  Transamerica Investors Securities Corporation
  St. Paul, MN
• 08/2021 → 10/2021
  U.S. Bancorp Investments, Inc.
  St. Paul, MN
• 01/2022 → 02/2022
  Wells Fargo Bank, Na
  Arden Hills, MN
• 01/2022 → 02/2022
  Wells Fargo Clearing Services, Llc
  Arden Hills, MN
• 07/2022 → 05/2023
  Voya Financial Partners, Llc
  Arden Hills, MN
• 07/2022 → 05/2023
  Voya Financial
  Arden Hills, MN
• 07/2022 → 05/2023
  Voya Retirement Advisors, Llc
  Arden Hills, MN
• 03/2022 → 06/2022
  Unemployed
  Arden Hills, MN
• 06/2023 → 08/2023
  Wells Fargo Clearing Services, Llc
  New Brighton, MN
• 06/2023 → 08/2023
  Wells Fargo Bank, Na
  New Brighton, MN
• 11/2023 → 04/2024
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 04/2024 → 09/2024
  Allstate Insurance Company
  Saint Paul, MN
• 07/2026 → Present
  Primerica Financial Services
  Saint Paul, MN
• 08/2026 → Present
  Pfs Investments Inc.
  Saint Paul, MN
• 08/2024 → Present
  Metro Transit
  St Paul, MN

Previous Registrations

• 2024-04-29 → 2024-09-05
  Allstate Financial Advisors, Llc
  Saint Paul, MN
• 2023-11-20 → 2024-04-26
  Edelman Financial Engines
  Saint Paul, MN
• 2023-06-08 → 2023-08-24
  Wells Fargo Clearing Services, Llc
  New Brighton, MN
  Minneapolis, MN
• 2022-07-29 → 2023-06-02
  Voya Retirement Advisors, Llc
  Windsor, CT
• 2022-01-25 → 2022-02-15
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Arden Hills, MN
• 2021-08-30 → 2021-10-08
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
• 2016-12-19 → 2021-08-23
  Transamerica Retirement Advisors, Llc
  St. Paul, MN
• 2014-01-22 → 2015-06-03
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Roseville, MN

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
  2017-08-05
• S63 Uniform Securities Agent State Law Examination
  2013-11-15

Other Names

• Lenin Federico Ibarra Bonilla
• Lenin Federico Ibarra
• Lenin Federico Ibarra
• Lenin F Ibarra