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PRACTICE FINANCIAL GROUP

JACKSONVILLE, OR · CRD 289256 · IAPD ↗ · pfg-investments.com · (541) 973-2602

$436.8MRegulatory AUM
7Advisory reps
28Employees
48Clients
251-500Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — PRACTICE FINANCIAL GROUP reported RAUM up 31% ($333.1M -> $436.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — PRACTICE FINANCIAL GROUP notice-filed in NM, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — PRACTICE FINANCIAL GROUP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
February 2025 — PRACTICE FINANCIAL GROUP changed its website from practicefinancialgroup.com to pfg-investments.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
February 2025 — PRACTICE FINANCIAL GROUP added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
October 2024 — PRACTICE FINANCIAL GROUP added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — PRACTICE FINANCIAL GROUP reported RAUM up 27% ($232.9M -> $295.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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