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Brady John Griffin

Advisor at Primerica Advisors — Avoca, IA

Updated today

Credentials

Series 65, Series 63

Experience

2 years

Location

Avoca, IA 51521

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,966

Across 1,249 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Brady Griffin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc., Robinson Ruhnke, PC, and Rush CPA & Associates. He owns Griffin CPA LLC, a separate accounting business based in Audubon, Iowa. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports accounts through Pershing custody and BNY Mellon Advisors as an overlay manager.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

See office

Avoca, IA

101 N Elm St

Avoca IA 51521

Advisors at this office

1

Most active in

Iowa

Work history

2 years of industry experience

PFS Investments Inc.

2024 - Present • 2 years

Avoca, IA

Robinson Ruhnke, PC

2023 - 2024 • 1 year

Carroll, IA

Primerica Financial Services

2023 - Present • 3 years

Avoca, IA

Rush CPA & Associates, PLLC

2019 - 2023 • 4 years

Atlantic, IA

Fareway Grocery Stores

2015 - 2019 • 4 years

Boone, IA

Disclosures

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

Business activities & affiliations

user avatar

Austin B

Series 65

Minden, IA

Empower Advisory Group

Austin Beebe is a financial advisor at Empower Advisory Group with a Series 65 designation and over six years of industry experience. His prior roles include positions at Personal Capital, UBS, and DV Trading. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, delivering services through integrated platforms that emphasize long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Thomas G

Series 66, Series 63

Walnut, IA

Ameriprise

Thomas Gross is a financial advisor with Ameriprise who holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining Ameriprise in 2022, he worked at FBL Marketing Services and Farm Bureau. He serves as President on the Board of Directors for the Walnut Education Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Thad N

Series 66

Harlan, IA

Edward Jones

Thad Nelson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vox Media and Treynor Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Retirement income strategy Retired Founder/Business Owner Executive

Kayla J

Series 63, Series 66

Harlan, IA

Edward Jones

Kayla Jacobs is a financial advisor with Edward Jones in Harlan, Iowa, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 1999 and is simultaneously involved with Shelby County Health Foundation and local banks in Harlan. Jacobs is also a co-owner of an LLC, KKCJ, based in Gretna, Nebraska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Brian W

Series 66

Avoca, IA

Ameriprise

Brian Wedemeyer is a financial advisor with Ameriprise in Avoca, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Mutual of Omaha and Clarinda CSD. Outside of his advisory role, he is involved with an LLC that operates the AMP practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Diane S

Series 66

Harlan, IA

Thrivent Investment Management

Diane Stewart is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Harlan, Iowa. She has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, she is involved in land management through ownership of a land rental position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning on a range of financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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