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Kevin K

Series 63, Series 65

Sioux Falls, SD

Primerica Advisors

Kevin Kase is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and previously operated his own advisory business from 2009 to 2017. His other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Anthony K

Series 63, Series 65

Sioux Falls, SD

Primerica Advisors

Anthony Kayser is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica in various capacities since 1984. Kayser serves on the board of the Constitutional National Committee, an organization supporting elected officials who promote the Constitution. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process to curate investment models delivered via a wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Neal Z

Series 63, Series 65

Sioux Falls, SD

Primerica Advisors

Neal Zimmer is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Primerica Financial Services since 2012 and PFS Investments Inc. since 2013. Outside of his advisory work, he owns Zimmer Construction. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven strategies managed by third-party asset managers and supports advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mark S

Series 63, Series 65

Sioux Falls, SD

Primerica Advisors

Mark Streff is a financial advisor with Primerica Advisors in Sioux Falls, SD. He holds the Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory work, Mark is an author of fiction books and a Lego builder. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily using model-delivery strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael K

Series 63, Series 65

Sioux Falls, SD

Primerica Advisors

Michael Kayser is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with PFS Investments Inc. since 2018 and has been associated with Primerica Financial Services since 2016. Outside of advisory roles, he is involved in business activities that include sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and uses model-delivery strategies developed by unaffiliated asset managers alongside discretionary separately managed account options.

ESG / Sustainable investing Tax-loss harvesting Income planning
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