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Daron Rae Wohlgemuth

PFS Investments Inc.

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About Daron Rae Wohlgemuth

Daron Wohlgemuth is a financial professional with over 25 years of experience in the industry. Daron holds a Series 6, Series 26, Series 63, and Series 65 licenses and has been registered with PFS Investments Inc. since 1997. Daron is also licensed in several states and provides investment advice to a wide range of clients, including individuals, families, and businesses. Daron specializes in portfolio management and has extensive experience in helping clients achieve their financial goals.

Firm Information

Daron Wohlgemuth is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daron Wohlgemuth’s Registration & Firm History

KS

01/30/2019 - Present

PFS Investments Inc. (LEAWOOD KS)

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Licenses & Designations

IA

Issued 12/12/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daron Rae Wohlgemuth.
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