Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
BRYAN PHILLIP KLINGELHOETS
BRYAN P KLINGELHOETS
CRD#: 5423390
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 1404 N MAIN ST
SUITE 202-B
MERIDIAN, ID 83642
Registration History
2008201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2013 - Present (11 years)BPFS INVESTMENTS INC. (CRD# 10111)2007 - Present (17 years)
Disclosure(s)
View By:
4/12/2022
Customer Dispute
Closed-No Action
License(s)

State Registrations

B
Arizona 2/12/2019
B
Nevada 12/16/2024
B
Arkansas 2/27/2024
B
Oklahoma 1/29/2024
B
California 12/3/2021
B
Oregon 3/19/2010
B
Florida 6/5/2024
B
South Dakota 2/21/2025
B
Georgia 7/19/2021
B
Texas 6/17/2022
B
Idaho 12/10/2007
B
Utah 2/22/2021
IA
Idaho 4/16/2013
B
Virginia 5/18/2021
B
Montana 5/3/2023
B
Washington 1/7/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
1404 N MAIN ST SUITE 202-B, MERIDIAN, ID 83642
MERIDIAN, ID
Registered with this firm since 4/16/2013
B
PFS INVESTMENTS INC. (CRD#:10111)
1404 N MAIN ST SUITE 202-B, MERIDIAN, ID 83642
MERIDIAN, ID
Registered with this firm since 11/30/2007
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.