Peoria, AZ Office

Team
Updated today
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PFG Advisors

Multi-team

Firm-wide stats for PFG Advisors

Total advisors

83

Across 52 offices

Clients per advisor

91 High

Avg AUM per client

$421,263 Low

HNW client ratio

10% Low

About

PFG Advisors provides fee-based investment advisory services to a broad client base that includes individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions such as credit unions and banks. Services described in the brochure include discretionary and non-discretionary portfolio management, financial planning and retirement planning, wrap-fee programs, and access to third-party money managers and TAMPs.

PFG’s investment approach is delivered through its network of investment advisor representatives (IARs), who may implement firm-developed model portfolios or select unaffiliated third‑party managers; the firm cites model access from Dynamic Advisors Solutions and Cantor Fitzgerald Investment Advisors and says portfolios often emphasize top‑down macro allocation implemented with index-based ETFs alongside fundamental, technical and cyclical analysis, with routine monitoring and rebalancing. The firm also offers turnkey services to manage “held‑away” retirement-plan assets via a third‑party platform and makes use of multiple marketplace platforms (Schwab, AssetMark, Schwab Marketplace) to provide diversified manager and model options.

Noteworthy structural features include an integration with Wealth.com — an online estate‑planning platform available to IARs and clients with IARs having read‑only visibility — and recent strategic arrangements and capital relationships disclosed in the brochure, such as a referral/promoter arrangement with Capital Group, an investment by AssetMark Trust, and a forgivable loan from United Planners’ Financial Services of America associated with a broker‑dealer transition. The firm also discloses shared back‑office and technology relationships with Dynamic and a prominent role as both promoter/solicitor and co‑advisor across multiple third‑party platforms, arrangements the brochure identifies as creating conflicts that PFG says it manages through fiduciary obligations and disclosure.

Based on PFG Advisors

Expertise

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Based on PFG Advisors

Occupation focus

Executive Founder/Business Owner

Based on PFG Advisors

Location

16150 N. Arrowhead Fountains Center Dr. #345

Peoria AZ 85382

Advisors at this office

5

Advisors at this office

user avatar

Joseph S

Series 66

Peoria, AZ

PFG Advisors

Joseph Strecker is a Series 66-licensed financial advisor with six years of industry experience, currently associated with PFG Advisors in Peoria, AZ. His career includes roles at United Planners and Securities America, Inc., among others. He also operates under the marketing name Cue Financial Group. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm employs a network of investment advisor representatives who utilize model portfolios and third-party managers, focusing on macro allocation strategies with index-based ETFs and multi-platform solutions.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
user avatar

Peyton G

Series 66

Peoria, AZ

PFG Advisors

Peyton Gallovich is a financial advisor with PFG Advisors in Peoria, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at United Planners, OSAIC, Securities America, Inc., and PFG Advisors. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s approach involves model portfolios and third-party managers, utilizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
user avatar

Michael P

Series 63, Series 65

Peoria, AZ

PFG Advisors

Michael Prior is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Securities America, Inc., and United Planners. Prior is also the co-founder and CEO of RIA Partners Group, a shared services firm that helps RIA owners collaborate and reduce expenses. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and operates a distributed network of approximately 104 advisors across multiple offices.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Bridgette G

Series 66

Peoria, AZ

PFG Advisors

Bridgette Gavagan is a financial advisor with PFG Advisors, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at United Planners, OSAIC, Securities America, and LPL Financial. Since 2017, she has also been involved with EstateDocsPro. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation strategies implemented with index-based ETFs alongside fundamental and technical analysis.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
user avatar

Anthony R

Series 63, Series 65

Peoria, AZ

PFG Advisors

Anthony Rocha is a financial advisor with PFG Advisors in Peoria, AZ, holding Series 63 and Series 65 licenses and totaling 29 years of industry experience. His career includes roles at United Planners, Securities America, Inc., LPL Financial, and credit unions such as Copper State and Canyon. He also serves on the finance committee for Most Holy Trinity Catholic Church in Phoenix. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions, utilizing model portfolios, third-party managers, and a multi-platform approach focused on macro allocation and ongoing portfolio monitoring.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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