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Odion Fross

Advisor at Primerica Advisors — Cheyenne, WY

Updated today

Credentials

Series 63, Series 65

Experience

12 years

Location

Cheyenne, WY 82001

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,992

Across 1,252 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Odion Fross is a financial advisor with Primerica Advisors in Cheyenne, WY, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and has prior experience at Meridith Corporation and Our Family Wizard. Outside of his advisory role, he is involved in several business ventures, including managing interests in consulting and other non-investment-related companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and execution services.

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

Cheyenne, WY

2319 Pioneer Ave, Ste B

Cheyenne WY 82001

Advisors at this office

3

Most active in

Wyoming

Work history

12 years of industry experience

Our Family Wizard

2022 - Present • 4 years

Minneapolis, MN

Meridith Corporation

2020 - 2022 • 2 years

Seattle, WA

Primerica Advisors

2013 - Present • 13 years

Cheyenne, WY

Primerica Financial services

2013 - Present • 13 years

Cheyenne, WY

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

Jonas C

Series 66

Cheyenne, WY

Net Income LLC

Jonas Champion is the sole advisor at Net Income LLC in San Rafael, CA, holding a Series 66 designation with 17 years of industry experience. He is the 100% owner of Sprout Sprawl LLC and JTC International, businesses he has operated concurrently with his advisory role. Net Income LLC provides advisory and financial planning services primarily to individual clients, trusts, estates, and business entities. The firm offers tailored, one-on-one consulting engagements and refers clients to third-party money managers for ongoing portfolio management, generally without exercising discretionary authority over client accounts.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments Real estate investing Annuities Options & derivatives strategies
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Miranda E

CFP®, Series 63, Series 65

Cheyenne, WY

Ball & Company

Miranda Eisele is a CFP® with 13 years of industry experience, currently serving as an advisor at Ball & Company since 2021. She previously worked at Ball and Company fka REED & BALL, INC. from 2012 to 2021. Ball & Company Wealth Management provides comprehensive financial planning, consulting, and discretionary investment management to individual clients, including high net worth households, as well as corporations and other business entities. The firm manages approximately $203 million in assets and employs a combined approach of fundamental, technical, and cyclical analysis across a diverse range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Rosalyn B

Series 63, Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
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Candice W

Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
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Klinton K

Series 66

Cheyenne, WY

TCP Asset Management, LLC

Klinton Krieger is a financial advisor at TCP Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TCP Asset Management since 2020. Prior to that, he was with Wells Fargo Clearing Services and Wells Fargo Advisors. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring strategies to client goals and utilizing multiple sub-advisers and platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jillianne W

Series 63, Series 66

Cheyenne, WY

Stonex Advisors Inc.

Jillianne Wilkinson is a financial advisor at StoneX Advisors Inc. in Cheyenne, WY, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2017. Outside of her advisory role, she teaches Federal Employee Retirement Benefits classes to local federal employees and serves as Deputy Manager and Secretary Treasurer of RTS Enterprises, LLC, which supports a martial arts school. StoneX Advisors Inc. provides portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed portfolios, proprietary model solutions, and third-party managers, supported by platforms like Envestnet and Advyzon.

ESG / Sustainable investing
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