Chad Elton Borsheim
Investment adviser representative at Primerica Advisors
18 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
18 years in the industry.
- Bruening Rock ProductsMay 2023 to now
- Pfs Investments Inc.Mar 2019 to now
- Primerica Financial ServicesApr 2008 to now
- Pattison Sand CompanyJul 2018 to May 2023
- Edward JonesOct 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6568148
- Firm CRD
- 10111