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PACIFIC FINANCIAL GROUP, LLC

NASHVILLE, TN · CRD 143041 · IAPD ↗ · 425-451-7722

$4.69BRegulatory AUM
7Advisory reps
20Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

65
April 2026 — PACIFIC FINANCIAL GROUP, LLC grew from 2 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
July 2025 — PACIFIC FINANCIAL GROUP, LLC moved its main office from BELLEVUE, WA to NASHVILLE, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
20
May 2024 — PACIFIC FINANCIAL GROUP, LLC changed its website from riskproadvisor.com to tpfg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
May 2024 — PACIFIC FINANCIAL GROUP, LLC shrank from 8 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.