Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
42 years
Location
Carroll, IA 51401
Primerica Advisors
Institution
Kristina Horsley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 42 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. In addition to her advisory role, she engages in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services via a large network of advisors using model-driven strategies provided by unaffiliated asset managers and offers a range of portfolio models including strategic and tax-managed approaches.
Based on Primerica Advisors
$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)
Account minimum: $25,000
Carroll, IA West 3rd St
322 West 3rd St
Carroll IA 51401
Advisors at this office
4
Iowa
42 years of industry experience
Primerica Financial services
1991 - Present • 35 years
Carroll, IA
Primerica Advisors
1984 - Present • 42 years
Carroll, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Carroll, IA
Greteman Capital Management
Nicholas Greteman is the principal of Greteman Capital Management in Carroll, IA, with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Honkamp Krueger Financial Services, Inc. and Robinson Ruhnke Pc prior to founding his current firm. In addition to his advisory role, he is a partner at Greteman CPA, P.C., where he provides tax preparation, tax planning, financial statement preparation, and business valuations. Greteman Capital Management offers discretionary asset management and retirement-account rollover advice primarily to individuals and high-net-worth clients. The firm employs a long-term, value-oriented investment approach focused on publicly traded equities, ETFs, and fixed income, with portfolios managed according to client-specific objectives and reviewed at least semi-annually.
Series 65
Carroll, IA
True Wealth, LLC
Maeve Mcnamee Danielson is a financial advisor at True Wealth, LLC, holding a Series 65 designation with one year of industry experience. Her prior roles include work at Premier Financial Services dba Truewealth Nation and Zions Agricultural Finance. She is also licensed to sell various insurance products. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, relying on a third-party money manager for discretionary portfolio management while assisting clients with account setup and paperwork. The firm emphasizes tailored investment recommendations and offers educational workshops for clients and prospects.
Series 63, Series 65
Carroll, IA
True Wealth Nation
Wyatt Gauchat is a financial advisor at True Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and True Wealth Nation. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a third-party money manager and focuses on tailored investment recommendations using mutual funds, ETFs, and fixed-income securities.
CFP®, PFS™, Series 63
Carroll, IA
True Wealth Nation
John Sklenar is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with True Wealth Nation and has worked at Premier Financial Services, Inc. since 2011. He founded Sklenar Company in 1995 and has been involved in the CPA business since the late 1970s. Outside of financial advising, he has served as a marketing consultant for a non-investment-related company since 2009. True Wealth Nation serves a small group of individual and institutional clients, providing comprehensive financial planning and investor education through its "TrueWealth University" workshops. The firm refers clients to a single third-party money manager for asset management and focuses on tailored financial plans without maintaining discretionary investment authority or custody of client assets.
CFP®, Series 65
Carroll, IA
True Wealth Nation
Nicholas Sklenar is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He is currently with True Wealth, LLC and has been affiliated with Premier Financial Services, Inc. since 2012. Sklenar is also a licensed insurance agent and spends a significant portion of his time involved in insurance sales. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, referring discretionary portfolio management to a third-party money manager while assisting clients with account setup and ongoing support. The firm emphasizes tailored investment recommendations based on client objectives, risk tolerance, and time horizon.
Series 63, Series 65
Glidden, IA
Modern Wealth Management, LLC
Jeremiah Johnson is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Midwest Financial. Outside of advising, he is involved in farming as an owner/operator and serves as secretary of HAGGAI LODGE 369, as well as vice president of Lil Wildcat Education, a local daycare and education board. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary management to tax and estate planning, with a focus on incorporating third-party managers and risk-modeling tools.
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