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
26 years
Location
Ashland, WI 54806
Primerica Advisors
Institution
Nancy Anderson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered, percentage-based wrap fee structure.
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
Ashland, WI
522 Chapple Ave, Ste 101
Ashland WI 54806
Advisors at this office
1
Wisconsin
26 years of industry experience
Pfs Investments Inc
2000 - Present • 26 years
Ashland, WI
Primerica Financial services
2000 - Present • 26 years
Ashland, WI
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.
CFP®, Series 63
Ashland, WI
IHT Wealth Management LLC
Theodore Jones is a CFP® credentialed financial advisor with 40 years of industry experience. He is affiliated with IHT Wealth Management LLC and has held roles at Fieldstone Forty LLC, United Planners' Financial Services, and Ringenberg Financial Group. Outside of his advisory work, he is involved as a shareholder in the Chequamegon Bay Golf Club and is a member of Delta Diner LLC. IHT Wealth Management serves individual, corporate, and institutional clients with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach incorporates fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates.
Series 65, Series 63
Ashland, WI
Newedge Advisors
Reid Fiorio is a financial advisor with Newedge Advisors based in Ashland, WI. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Newedge Advisors, he worked at firms including LPL Financial, Principal Securities, Principal Life Insurance Company, GWM Advisors, and Investment Centers of America. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.
Series 63, Series 65
Ashland, WI
Newedge Advisors
Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, Wisconsin, holding Series 63 and Series 65 credentials and over 15 years of industry experience. Her prior work includes roles at LPL Financial and Investment Centers of America. She manages investment advisory services through NewEdge Advisors and LPL Financial-related entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.
Series 63, Series 66
Ashland, WI
Farther
David Pagels is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory work, he is a co-owner of B1B Pinball, LLC, which operates and maintains pinball machines. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.
CFP®, Series 63, Series 65
Ashland, WI
Newedge Advisors
John Fiorio is a CFP® professional with 42 years of experience in the financial industry. He is currently affiliated with NewEdge Advisors and has previously worked at Investment Centers of America, Inc. and LPL Financial, LLC. Outside of his advisory work, he is a co-owner of Fiorio Investment Planning Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a broad client base including individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, and access to various advisory programs, utilizing centralized due diligence, ongoing manager monitoring, and technology-driven tools to support client solutions.
CFP®, Series 63, Series 65
Ashland, WI
Newedge Advisors
Dane Gleeson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has previously worked with LPL Financial and Investment Centers of America. Dane is based in Ashland, WI. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.
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