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Michael Mohn

PFS Investments Inc.

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About Michael Mohn

Michael Mohn is a financial advisor with PFS Investments Inc. based in Madison, Wisconsin. Michael has been in the financial industry since 1994. Michael has experience with both individual and business clients and is registered in Minnesota. Michael is also licensed to sell investment company products and variable contracts.

Firm Information

Michael Mohn 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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Michael Mohn’s Registration & Firm History

WI

03/21/2024 - Present

PFS Investments Inc. (MADISON WI)

WI

01/30/2023 - 03/05/2024

PFS INVESTMENTS INC. (MADISON WI)

NY

01/16/1996 - 10/15/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

01/28/1995 - 03/11/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

03/22/1994 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/06/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/08/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/15/2022

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Mohn.
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