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Luke Wayne Schmitz

Pfs Investments Inc.

New Hope, MN

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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-08-06
  • MN RA
    APPROVED
    Since 2024-08-06

Branch Locations

9220 Bass Lake Rd Ste 295-B, New Hope, MN 55428 • 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 New Hope MN 05/2021 Present
Pfs Investments Inc. New Hope MN 07/2023 Present
Isd 199 Inver Grove Heights MN 11/2022 06/2025
Xpo Logistics Eagan MN 05/2022 10/2022
Cw Services Wayzata MN 08/2019 04/2022
St. Cloud Technical And Community College St. Cloud MN 08/2017 05/2020
St. Cloud State University St. Cloud MN 08/2015 05/2017
Quality Heating And Air Conditioning Shakopee MN 06/2025 11/2025
North Western Health Sciences University Bloomington MN 01/2026 Present
  • 05/2021 → Present
    Primerica Financial Services
    New Hope, MN
  • 07/2023 → Present
    New Hope, MN
  • 11/2022 → 06/2025
    Isd 199
    Inver Grove Heights, MN
  • 05/2022 → 10/2022
    Xpo Logistics
    Eagan, MN
  • 08/2019 → 04/2022
    Cw Services
    Wayzata, MN
  • 08/2017 → 05/2020
    St. Cloud Technical And Community College
    St. Cloud, MN
  • 08/2015 → 05/2017
    St. Cloud State University
    St. Cloud, MN
  • 06/2025 → 11/2025
    Quality Heating And Air Conditioning
    Shakopee, MN
  • 01/2026 → Present
    North Western Health Sciences University
    Bloomington, 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-24
S63 Uniform Securities Agent State Law Examination 2023-09-15
  • S65 Uniform Investment Adviser Law Examination
    2024-06-24
  • S63 Uniform Securities Agent State Law Examination
    2023-09-15
Other Names
  • Luke Schmitz

View on SEC IAPD

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