Appleton, WI N Ballard Rd Office

James Weber is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily 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 thousands of advisors and offices and offers model-driven investment strategies supported by third-party asset managers and custodians.

Arliss Wilkinson is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to his advisory role, he worked at Nelson Brothers Mining Services and in education with the Campbell County and Hortonville School Districts. Outside of his financial advisory work, Wilkinson is a self-employed mystery shopper and also engages in various delivery and driving services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Charles Nelson is a financial advisor with Primerica Advisors in Kaukauna, WI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2000 and is also associated with JG Weber, LLC. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. 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 curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan services.

Roger Clark is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 65 and Series 63 licenses and 18 years of industry experience. His career includes roles at Primerica Financial Services since 1999 and service in the US Army Reserves from 2007 to 2018. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies managed by third-party asset managers and operates with approximately 3,961 advisors and $15.5 billion in assets under management.

Sean Wilkinson is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Prior to his advisory career, he worked at Black Hills Trucking and within the Campbell County School District. In addition to advisory services, he engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors serves primarily 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 that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Amanda La Brec is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Primerica Advisors since 2016 and is also involved with Thirsty Hog Inc. Outside of advisory services, she receives non-investment compensation related to home loan products and home security referrals through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with model-driven strategies and custody supported by Pershing and BNY Mellon Advisors.

Randall O Bright is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Primerica Financial Services since 2000 and leadership positions in several small businesses, including Gear N Up Bike Shop and Basement Repair Specialists. He also engages in part-time sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors.

Donald Berken is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. since 2017. Prior to his financial career, he spent ten years at Berken Heating & Cooling, Inc. Berken also receives non-investment-related compensation for referrals of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm employs a model-delivery investment approach managed by unaffiliated asset managers and supports trade execution and custody through Pershing.

Lidia Panczyk is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 65 and Series 63 licenses and four years of industry experience. She has been with Primerica Advisors since 2022 and previously worked with Primerica Financial Services starting in 2020. Outside of advising, she is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and provides custody and trade execution through established partners.