Patricia Louise Wogerman
Investment adviser representative at Primerica Advisors
27 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
27 years in the industry.
- Martin Investigative ServicesOct 2015 to now
- Pfs Investments, Inc.Nov 2010 to now
- Primerica Financial ServicesJul 2010 to now
- Lutheran Social Services of Northwestern OhioDec 2009 to now
- Lima City SchoolsSep 2000 to now
- Lima Public LibrarySep 2000 to now
- Lima Police DeptMay 1999 to Jul 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5862975
- Firm CRD
- 10111