Isaac Pfuhl (CRD# 6769166) is an Investment Advisor Representative working at Primerica Advisors in La Crosse, WI and has 1 year of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | La Crosse, GA | Mar 2023 - Current | 1 |
| Self Employed | San Antonio, TX | Sep 2022 - Current | 1 |
| Primerica Financial Services | La Crosse, WI | Aug 2016 - Current | 7 |
| Alamo Toyota | San Antonio, TX | Feb 2022 - Aug 2022 | < 1 |
| Self Employed | San Antonio, TX | Nov 2021 - Feb 2022 | < 1 |
| Keurig Dr Pepper | Tomah, WI | May 2020 - Dec 2021 | 1 |
| Frank Beverage Group | Onalaska, WI | May 2021 - Nov 2021 | < 1 |
| Woodmans Markets | Onalaska, WI | Oct 2019 - May 2020 | < 1 |
| Self Employed | La Crosse, WI | Jul 2019 - Oct 2019 | < 1 |
| Kwik Trip | West Salem, WI | Jul 2017 - Jul 2019 | 2 |
| Blain's Farm And Fleet | Onalaska, WI | May 2016 - Jul 2017 | 1 |
| Coulee Christian School | West Salem, WI | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2023 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- WI
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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