Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Matthew W
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Matthew Walker is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of his advisory role, he owns and operates Walker Construction, a construction business he has managed since 2004. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Jeffrey D
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Jeffrey Downey is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2020. His background includes service with the Nebraska Army National Guard and entrepreneurial roles, including involvement with Downey Well Company Inc. and Kinkaider Brewing Co. Outside of financial advising, he works as an independent contractor driver for Lyft. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Johnathon L
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Johnathon Larreau is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies and operates Larreau, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.
Victor M
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Victor Martinez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at Nebraska Wesleyan University and involvement with the University of Nebraska Foundation, as well as experience in health clubs and nonprofit foundations. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Douglas P
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Douglas Porter is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of investment advice, he 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 a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers vetted through independent due diligence and uses a tiered wrap fee structure rather than fixed fees.
Joshua B
Series 63, Series 65
Lincoln, NE
Primerica Advisors
Joshua Boden is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as a prior position at The Cornhusker Hotel. Outside of his advisory work, he serves as president of JMB Financial LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.
Amanda M
Series 65, Series 63
Lincoln, NE
Primerica Advisors
Amanda Meier is a financial advisor with Primerica Advisors based in Lincoln, NE. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to her current role, she worked at organizations including the USPS, Ted Benard Auction, Napa Auto Parts, and Nelnet. Primerica Advisors serves primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts with custody and trade execution services provided by Pershing and BNY Mellon Advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters