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Brian Lee Gruhlke

Investment adviser representative at Primerica Advisors
41 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

41 years in the industry.

  1. Olmsted Medical CenterFeb 2016 to now
  2. Pfs Investments Inc.Feb 1987 to now
  3. Primerica Financial ServicesApr 1985 to now
  4. Willows Homeowner Assn.Oct 2016 to Mar 2019
  5. Midwestern Wheels, Inc. dba AvisApr 2012 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987

State registrations

Registered as an investment adviser representative in 1 state (MN).

Primerica Advisors

Legal name: Pfs Investments Inc.

$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1634904
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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