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Anthony Letizia

Advisor at Primerica Advisors

Updated today

Location

Watertown, SD

Credentials

CFP®, Series 63, Series 65

Industry experience

19 years

About

Anthony Letizia is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Transamerica Life Insurance Company, Gradient Investments, and TIAA-CREF. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Business exit / sale strategy Tax-loss harvesting

Occupation focus

Based on Primerica Advisors

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)

Commissions

Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.

Project-based

Hourly financial planning or consulting fees generally range from $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.

Other

Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.

Location

Watertown, SD

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Work history

Park Avenue Securities

2024 - Present (2 years)

Guardain Life Insurance Company

2024 - Present (2 years)

Park Avenue Securities, LLC

2021 - Present (5 years)

Guardain Life Insurance Co of America

2021 - Present (5 years)

Unemployment

2021 - 2021 (1 year)

Transamerica Life Insurance Company

2019 - 2021 (2 years)

Transamerica Investors Securities Corporation

2019 - 2021 (2 years)

Gradient Investments, LLC

2018 - 2019 (1 year)

TIAA-CREF

2014 - 2018 (4 years)

TIAA-Advice and Planning Services

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lee R

Series 65, Series 66

Watertown, SD

Midwest Financial Strategies

Lee Rycraft is a financial advisor with Midwest Financial Strategies, holding Series 65 and Series 66 credentials and 15 years of industry experience. He previously worked at Visionpoint Advisory Group, LPL Financial, and Axa Advisors. Outside of his advisory role, Rycraft operates as a licensed insurance agent. Midwest Financial Strategies provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans. The firm uses tailored Investment Policy Statements and a long-term trading approach, frequently delegating implementation through third-party services.

Annuities
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Terry P

Series 63, Series 65

Watertown, SD

Terry Peschl & Associates, Inc.

Terry Peschl is the principal of Terry Peschl & Associates, Inc., a state-registered investment advisory firm based in Watertown, South Dakota. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has operated his advisory firm since 1973 and also manages a rental property business. Terry Peschl & Associates provides financial planning, third-party money manager selection, and retirement plan services to individuals and employer SIMPLE plans. The firm focuses on planning and advisory services while relying on recommended third-party managers for investment implementation, without directly managing client portfolios.

Retired
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Thomas M

Series 65

Watertown, SD

Big Sioux Wealth Management

Thomas Mattingly is a financial advisor at Big Sioux Wealth Management with two years of industry experience. He holds a Series 65 credential and previously worked for 14 years with the Watertown School District. Mattingly also serves as a basketball and football coach at Watertown High School. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers tailored investment programs and educational seminars, serving over 1,100 clients with approximately $200.7 million in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Nancy L

Series 66

Watertown, SD

Colliers Securities LLC

Nancy Linneman is a financial advisor at Colliers Securities LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Colliers Securities since 2010. Outside of her advisory role, she serves as a board member for the Watertown Community Foundation/Women & Giving, involved in grant dispensing. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Active portfolio management
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Connie S

Series 65, Series 66

Watertown, SD

Big Sioux Wealth Management

Connie Streff is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Big Sioux Wealth Management, she worked at Peschl & Associates, Inc. and spent over a decade with the South Dakota Division of Insurance and Securities. Big Sioux Wealth Management offers portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses a tailored investment approach combining fundamental and technical analysis and supports a large client base through a scaled servicing model.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Dustin P

CFP®, Series 63, Series 65

Watertown, SD

Big Sioux Wealth Management

Dustin Padgett is a CFP® with 27 years of experience in the financial services industry. He is currently with Big Sioux Wealth Management, where he has worked since 2019, and previously spent 19 years at Raymond James Financial Services. Padgett also holds Series 63 and Series 65 licenses. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with tailored investment programs and serves over 1,100 clients with approximately $200.7 million in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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