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Jeffrey Lynn Schweda

Advisor at Primerica Advisors — Wellsville, KS Shawnee Road

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Wellsville, KS 66092

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

Jeffrey Schweda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since the early 2000s and spent 13 years at Goodyear Tire. His other business activities include sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

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

Wellsville, KS Shawnee Road

4404 Shawnee Road, Unit B

Wellsville KS 66092

Advisors at this office

2

Most active in

Kansas

Work history

22 years of industry experience

Goodyear Tire

2008 - 2021 • 13 years

Topeka, KS

Pfs Investments Inc

2002 - Present • 24 years

Wellsville, KS

Primerica Financial services

2001 - Present • 25 years

Wellsville, KS

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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Ryan K

Series 66

Gardner, KS

Atomic Planning LLC

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Kilkenny served in the United States Marine Corps for nine years prior to his advisory career. Atomic Planning is an independent, single-advisor firm that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs diversified, risk-based portfolios using no-load mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis to guide trading and rebalancing decisions.

General retirement planning Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Parker O

CFP®, Series 65

Ottawa, KS

The Wealth Consulting Group

Parker Olmsted is a Series 65-registered advisor with The Wealth Consulting Group and has three years of industry experience. His prior roles include positions at V Wealth Advisors LLC, Impact Wealth Planners, and Kansas State Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways alongside its advisory services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Andrew H

Series 66

Gardner, KS

Principal Advised Services

Andrew Hubbard is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles including banking, retirement consulting, and financial services since 2022. His background includes positions at Principal Bank and Principal Life Insurance Company, along with prior experience in logistics and real estate. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by providing non-discretionary investment advice and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and is part of the Principal Financial Group, allowing access to affiliated products and services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar

Luke H

Series 65, Series 63

Wellsville, KS

Eagle Strategies (NY Life)

Luke Henry is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, with recent positions at Eagle Strategies and Henry Financial Solutions, LLC. Outside of his advisory work, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Curtis L

Series 63, Series 66

Paola, KS

Edward Jones

Curtis Long Jr. is a financial advisor with Edward Jones in Paola, Kansas, holding Series 63 and Series 66 credentials and with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he serves as a trustee for the First Lutheran Church Endowment Fund and is a board member of the USD #368 Endowment Association. Edward Jones is a full-service wealth management firm serving a broad range of clients including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs with discretionary and non-discretionary investment strategies.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Peter C

Series 66

Gardner, KS

Edward Jones

Peter Carr is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as an assistant basketball coach for the boys basketball program at Baldwin USD 348. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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