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Wesley Brinkman

Advisor at Primerica Advisors

Updated today

Location

Boise, ID

Credentials

Series 66

Industry experience

9 years

About

Wesley Brinkman is a financial advisor at Primerica Advisors with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, and Ameritas Advisory Services. Outside of his advisory work, he serves as co-chair of the Firewise Committee for The Columbia Village Subdivision. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with a variety of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Business exit / sale strategy Tax-loss harvesting

Occupation focus

Based on Primerica Advisors

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)

Commissions

Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.

Project-based

Hourly financial planning or consulting fees generally range from $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.

Other

Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.

Location

Boise, ID

Most active in

California · Idaho

Work history

Park Avenue securities

2022 - Present (4 years)

Guardian life Insurance

2022 - Present (4 years)

Guardian Life Insurance Company

2022 - 2022 (1 year)

Park Avenue Securities

2022 - 2022 (1 year)

Ameritas Advisory Services, LLC

2021 - 2022 (1 year)

Ameritas Investment Corp

2018 - 2022 (4 years)

Gem State Financial Group

2018 - 2022 (4 years)

Ameritas Life Insurance Corp

2018 - 2022 (4 years)

Cloverdale Funeral Home, Cemetery & Cremation

2017 - Present (9 years)

Home Depot

2017 - 2017 (1 year)

Mass Mutual Idaho

2017 - 2018 (1 year)

Wesley Brinkman Insurance & Financial Services

2017 - 2022 (5 years)

Park Avenue securities

2014 - 2016 (2 years)

Guardian Life Ins

2009 - 2016 (7 years)

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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General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance
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