Eau Claire, WI Office
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PRIMERICA Advisors
Institution
Firm-wide stats for PRIMERICA Advisors
About
Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that serves primarily individual investors (including both non-HNW and high-net-worth clients), as well as corporate and charitable clients. The firm operates at scale — roughly 3,698 financial advisors, about 1,829 offices, and approximately $15.5 billion in AUM — and delivers advisory services through advisors who collect client information and present model recommendations.
The Program relies largely on model-delivery strategies created and managed by unaffiliated asset managers, with a limited number of discretionary separately managed account options; an overlay manager (BNY Mellon Advisors) and Pershing custody/clearing support trade execution and account custody. Models span strategic, tactical, tax-managed and income-distribution approaches and the brochure discloses recently added models that allocate to exchange-traded funds investing in cryptocurrency; advisory arrangements are billed as percentage-of-AUM rather than on a fixed-fee basis.
Compared with many large institutional advisers, Primerica does not provide portfolio management for institutional clients, does not serve pension or profit‑sharing plan clients, and does not offer a formal “selection of other advisers” service for clients — features that the firm’s disclosure highlights as absent. The firm also discloses several program-specific operational features and conflicts (use of third‑party due diligence, certain proprietary fund limitations through its broker‑dealer, an exclusion of parent-company stock from Program accounts, and compensation arrangements tied to wrap fees and asset managers) that distinguish its program governance and product availability from some peers.
Based on PRIMERICA Advisors
Expertise
Based on PRIMERICA Advisors
Location
4330 Golf Ter, Ste 114
Eau Claire WI 54701
Advisors at this office
4
Advisors at this office
Rachel N
Series 63, Series 65
Eau Claire, WI
Primerica Advisors
Rachel Nelson is a financial advisor with Primerica Advisors in Eau Claire, WI. She holds Series 63 and Series 65 licenses and has been with Primerica since 2025. Outside of her advisory role, she operates Momma Nelson Gifts, a business specializing in crochet gift and pattern sales. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.
Joshua O
Series 63, Series 65
Eau Claire, WI
Primerica Advisors
Joshua Opelt is a financial advisor with Primerica Advisors in Osseo, WI, holding Series 63 and Series 65 designations and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio implementation.
Bradley S
Series 63, Series 65
Eau Claire, WI
Primerica Advisors
Bradley Stokke is a financial advisor with Primerica Advisors in Eau Claire, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies and owns Stokke Enterprises, LLC, established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.
Tyler M
Series 63, Series 65
Eau Claire, WI
Primerica Advisors
Tyler Mueller is a financial advisor with Primerica Advisors in Eau Claire, WI, holding Series 63 and Series 65 licenses and six years of industry experience. He has been involved with Primerica Financial Services since 2019 and PFS Investments Inc. since 2020. Outside of his advisory role, he has been active with USA Hockey and the Wisconsin Interscholastic Athletic Association since 2021. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers discretionary portfolio management through a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers.
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