Pfg Advisors

Pfg Advisors (CRD# 173344) is a financial advisory firm headquartered in Peoria, AZ. They manage $164,911,875 in 1,035 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    1,035
    ACCOUNTS
  • Average Account Value
    $159,335
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NJ, NM, PA, TX

Financial Advisors at Pfg Advisors
Showing 1 - 10 of 11 top financial advisors.
1
Guy L. Austin, Cfp(r)
CRD#: 5192959
6550 E Superstition Springs Bl, Mesa, AZ 85206
96
Wealthminder
score

Guy Austin, Cfp(r) (CRD# 5192959) is an Investment Advisor Representative working at Pfg Advisors in Mesa, AZ and has over 10 years of experience in the finance industry. Guy Austin, Cfp(r) has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Philip McNulty
CRD#: 5828082
2500 E. 22nd Street, Tucson, AZ 85713
96
Wealthminder
score

Philip McNulty (CRD# 5828082) is an Investment Advisor Representative working at Pfg Advisors in Tucson, AZ and has over 6 years of experience in the finance industry. Philip McNulty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kailen H. Cook
CRD#: 4081409
16150 N. Arrowhead Fountains Center Drive, Suite 289, Peoria, AZ 85382
93
Wealthminder
score

Kailen Cook (CRD# 4081409) is an Investment Advisor Representative working at Pfg Advisors in Peoria, AZ and has over 16 years of experience in the finance industry.

4
Aaron J. Lampert
CRD#: 5526813
16150 N. Arrowhead Fountains Center Drive, Suite 289, Peoria, AZ 85382
93
Wealthminder
score

Aaron Lampert (CRD# 5526813) is an Investment Advisor Representative working at Pfg Advisors in Peoria, AZ and has over 8 years of experience in the finance industry.

5
Michael P. Ruiz
CRD#: 5006785
Carlsbad, CA
93
Wealthminder
score

Michael Ruiz (CRD# 5006785) is an Investment Advisor Representative working at Pfg Advisors in Carlsbad, CA and has over 11 years of experience in the finance industry.

6
Stacy M. Van Der Werp
CRD#: 5501033
16150 N. Arrowhead Fountains Center Drive, Suite 289, Peoria, AZ 85382
93
Wealthminder
score

Stacy Van Der Werp (CRD# 5501033) is an Investment Advisor Representative working at Pfg Advisors in Peoria, AZ and has over 8 years of experience in the finance industry.

7
Mark D. Roesch
CRD#: 6189679
13616 Poway Rd, Suite 200, Poway, CA 92064
89
Wealthminder
score

Mark Roesch (CRD# 6189679) is an Investment Advisor Representative working at Pfg Advisors in Poway, CA and has over 3 years of experience in the finance industry.

8
Sandra U. Torres
CRD#: 2048720
429 Santa Fe Drive, Encinitas, CA 92024
83
Wealthminder
score

Sandra Torres (CRD# 2048720) is an Investment Advisor Representative working at Pfg Advisors in Encinitas, CA and has over 19 years of experience in the finance industry.

9
Daniel M. Brown
CRD#: 4743534
100 E Street, Suite 301, Santa Rosa, CA 95404
81
Wealthminder
score

Daniel Brown (CRD# 4743534) is an Investment Advisor Representative working at Pfg Advisors in Santa Rosa, CA and has over 10 years of experience in the finance industry.

10
Patrick J. Thor
CRD#: 5079743
555 Marshall Street, Redwood City, CA 94063
81
Wealthminder
score

Patrick Thor (CRD# 5079743) is an Investment Advisor Representative working at Pfg Advisors in Redwood City, CA and has over 10 years of experience in the finance industry.

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