Phoenix, AZ Office
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PFG Advisors
Multi-team
Firm-wide stats for PFG Advisors
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
Based on PFG Advisors
Location
Phoenix AZ
Advisors at this office
2
Advisors at this office
Laura B
CFP®, Series 63, Series 65
Phoenix, AZ
PFG Advisors
Laura Boldt is a CFP® professional with 26 years of industry experience. She is currently with PFG Advisors and previously worked at The Vanguard Group for 10 years. PFG Advisors provides 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 and supports both discretionary and non-discretionary account management.
Blake R
Series 66
Phoenix, AZ
PFG Advisors
Blake Rorbach is a financial advisor with PFG Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at UBS Financial Services and Securities America, Inc. Outside of his advisory work, he is involved in managing IT and compliance for family-owned rental properties in San Diego. PFG Advisors provides 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to third-party money managers and platforms.
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