Unclaimed
Kurt Pfuhl has been in the financial services industry for over 30 years. Kurt is a Registered Representative and Investment Advisor Representative with PFS Investments INC. PFS Investments INC. offers investment-related products and services to individuals, high-net-worth individuals, corporations, charitable organizations, and other businesses. Kurt has a wide range of experience in the financial services industry, including portfolio management, financial planning, and insurance. Kurt is committed to providing his clients with personalized financial advice and guidance.
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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2
WI
07/08/2011 - Present
PFS Investments Inc. (LA CROSSE WI)
IA
Issued 5/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
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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