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Travis H

Series 63, Series 65

Sidney, IA

Primerica Advisors

Travis Hensley is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Primerica Financial Services since 2000 and is also associated with PFS Investments Inc. and Wedekind and Associates, Inc. Outside of his advisory work, Hensley is the owner and DJ of a music business since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brett B

Series 63, Series 65

Sidney, IA

Primerica Advisors

Brett Bengford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2015. Outside of his advisory role, Bengford is involved in entrepreneurial ventures, including ownership of W.I.T.A. and a partnership in Farmhand Brewing Co. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and oversees portfolio management with a focus on tiered percentage-based fees and ongoing due diligence.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ronald P

Series 63, Series 65

Sidney, IA

Primerica Advisors

Ronald Payne is a financial advisor with Primerica Advisors in Sidney, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he works part-time as a driver and grief counselor at Cutler O'Neil Funeral Home. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rebecca F

Series 63, Series 65

Sidney, IA

Primerica Advisors

Rebecca Fegan is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory role, she has been involved with the Fine Arts Academy since 1988. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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