Gillette, WY Energy Ct Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

5

Of 3,966 advisors across 1,249 offices

Location

1901 Energy Ct, Ste 311

Gillette WY 82718

Advisors at this office

5

Advisors at this office

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Dustin F

Series 63, Series 65

Gillette, WY

Primerica Advisors

Dustin Freed is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, Freed owns and programs for Process Power and Control and operates Freed Consulting LLC, both non-investment-related businesses. 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 under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading responsibilities.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Andrew N

Series 63

Gillette, WY

Primerica Advisors

Andrew Norton is a financial advisor with Primerica Advisors in Pine Haven, Wyoming, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2015 and previously worked briefly at Sears Hometown. Outside of his advisory role, Norton is a partner in Generation Property Group, LLC, where he assists in managing a mobile home park. Primerica Advisors provides 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 curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Robert N

Series 63

Gillette, WY

Primerica Advisors

Robert Norton is a financial advisor with Primerica Advisors, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Primerica Financial Services and Wyoming Machinery Company. He is also a part-time Town Council member in Pine Haven, Wyoming. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Nichole A

Series 63

Gillette, WY

Primerica Advisors

Nichole Adams is a financial advisor at Primerica Advisors with 10 years of industry experience. She has worked at Primerica Advisors since 2012 and has prior experience with the Northern Wyoming Mental Health Center and the City of Sheridan. Outside of her advisory role, Adams is involved in health coaching with Optavia LLC, owns a transformational coaching business, and works as a substitute teacher in the Campbell County School District. 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 separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a percentage-based tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Nicholas S

Series 63

Gillette, WY

Primerica Advisors

Nicholas Simque is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, 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 discretionary separately managed accounts 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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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