Anna Elizabeth Kaiser

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

• 07/2022 → Present
  Primerica Financial Services
  Coeur D'ALene, ID
• 11/2023 → Present
  Pfs Investments Inc.
  Coeur D'ALene, ID
• 12/2009 → Present
  Anna E Kaiser, Cpa, Pllc
  Hayden, ID
• 10/2013 → Present
  Anna's Creations Llc
  Hayden, ID
• 12/2019 → Present
  Kaiser Collective Llc
  Hayden, ID

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. Anna E Kaiser, CPA, PLLC dba Kaiser Accounting & Consulting, Not investment related, Hayden, ID 83835, Certified Public Accountant, Officer/Owner, 12/30/2009 to Present, 158 hours a month (158 hours during securities trading hours). Anna's Creations, LLC (1099)- Not investment related, Hayden, ID 83835, Sole Owner, 10/17/2013 to Present, 10 hours per month (1 hour during securities trading hours). Kaiser Collective LLC, LLC formed for insurance sales (1099)- currently through Primerica. INVESTMENT RELATED. Hayden ID 83835. Sole Owner. 12/11/2019 to Present. 40 + hours a month (20+ during securities trading hours). Livestock sales, and fiber sales from sheep & alpaca, not investment related, Athol, ID 83801, residential farm owner, 04/2021to Present, 35+ hours seasonal (20 hours during securities trading hours). Bees Knees Hills LLC, Not Investment Related, Athol, ID 83801, Nature of Business: Rental unit, Position/Title: Owner, 06/2025 to Present, 1 hours per month (0 of hours per month during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-27
• S63 Uniform Securities Agent State Law Examination
  2024-02-01

Other Names

• Anna Elizabeth Evans
• Anna Elizabeth Harrington