Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Alan Pfuhl is a financial advisor registered with PFS Investments Inc. based in La Crosse, WI. Kurt has been in the financial industry since 1990. Kurt has been with PFS Investments Inc. since September 1989. Kurt holds Series 6, 63, 26 and 65 licenses and the SIE certification. Kurt has a total of 27 active state registrations, including Wisconsin, Texas, and California. PFS Investments Inc. has 3510 licensed agents and manages more than $8 billion in assets.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
07/08/2011 - Present
PFS Investments Inc. (LA CROSSE WI)
IA
Issued 05/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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