Richard Nuss
Investment adviser representative at Pfg Advisors
12 yearsExperience
1 stateRegistered in
$3.3BFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Pfg Advisors LLCSep 2026 to now
- United Planners Financial ServicesSep 2026 to now
- Madison Avenue SecuritiesMar 2026 to Sep 2026
- Mirau Capital ManagementMar 2026 to Sep 2026
- PNC Investments LLCJan 2024 to Mar 2026
- UnemployedNov 2023 to Jan 2024
- J.P. Morgan Securities LLCApr 2023 to Nov 2023
- JPMorgan Chase Bank, N.A.Apr 2023 to Nov 2023
- UnemployedAug 2022 to Mar 2023
- Robinhood Financial, LLCFeb 2021 to Jul 2022
- TD AmeritradeApr 2018 to Jan 2021
- Fidelity Brokerage Services LLCApr 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NM).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 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
- 6546375
- Firm CRD
- 173344