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Robert Michael Gerren

Investment adviser representative at Primerica Advisors
12 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

12 years in the industry.

  1. Drake Financial GroupFeb 2026 to now
  2. Pfs Investments Inc.Jan 2026 to now
  3. Primerica Financial ServicesOct 2025 to now
  4. Doordash, Inc.Jul 2024 to now
  5. Bankers Life Securities, IncSep 2024 to Sep 2025
  6. Bankers Life & Casualty, IncOct 2022 to Sep 2025
  7. StrykerAug 2022 to Oct 2022
  8. Green Bay PackagingMay 2022 to Jul 2022
  9. Remarkable Foods, Inc.Jul 2021 to May 2022
  10. Schupan Aluminum & Plastic SalesJul 2019 to Jul 2021
  11. StrykerJul 2018 to Jul 2019
  12. TrugreenApr 2018 to Jul 2018
  13. Green Built RoofingJan 2018 to Apr 2018
  14. Teachout Security SolutionsJul 2016 to Nov 2017
  15. Weedman Lawn CareApr 2015 to Jun 2017
  16. Kalamazoo Valley Community CollegeSep 2014 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7986681
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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