A complete list of active advisors currently associated with PFG Private Wealth Management, LLC

Warmer can help you find a great advisor at PFG Private Wealth Management, LLC or one who fits your needs even better.

PFG Private Wealth Management provides investment management, financial planning, and pension consulting to individuals (including high-net-worth clients), corporations, and employee benefit plans, and reports approximately $288 million in discretionary assets under management. The firm creates an Investment Policy Statement for each client and offers both discretionary and non-discretionary portfolio management, as well as financial plans and pension plan services. The firm combines fundamental, technical, quantitative analysis and modern portfolio theory and implements both long‑ and short‑term trading approaches, typically recommending mutual funds and ETFs while also using fixed income, real estate funds, annuities and commodities when appropriate. PFGPWM requires clients to custody assets at Charles Schwab and describes using Schwab’s institutional research, trading and reporting services to support portfolio implementation and account administration. PFGPWM’s ADV discloses that it offers workshops and seminars (including a $60 book option from a workshop author and occasional free topical sessions) and that it uses hypothetical performance, endorsements and testimonials in its advertising—practices that are relatively uncommon among peer team firms. The brochure also notes that some advisers are licensed insurance agents and may receive commission compensation for insurance or annuity sales, a disclosure the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at PFG Private Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.