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Karl Richard Casper

PFS Investments Inc.

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About Karl Richard Casper

Karl Richard Casper has been a registered representative since 1985, providing financial services for individuals and businesses. Karl is currently registered with PFS Investments Inc. and has extensive experience in the financial industry. Karl is a licensed investment advisor representative in Wisconsin and a registered representative in numerous other states. Karl has taken various exams, including the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. In addition to working with PFS Investments Inc., Karl also has experience with other financial services companies, including Primerica Financial Services. Karl has a track record of success in helping clients achieve their financial goals and is dedicated to providing personalized financial advice.

Firm Information

Karl Casper 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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Karl Casper’s Registration & Firm History

WI

08/01/2011 - Present

PFS Investments Inc. (GREEN BAY WI)

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Licenses & Designations

IA

Issued 04/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karl Richard Casper.
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