Hiawatha, IA Boyson Rd Office

Alex Warnke is an advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and no prior industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2025, alongside nearly a decade of employment in various school districts. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors using model-driven strategies managed by third-party asset managers.

Todd Hutcheson is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2017 and has held roles at Primerica Financial Services since 2016. Prior to his financial services career, he spent over three decades at Rockwell Collins and has also been affiliated with Mount Mercy University. 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 uses third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.

Jordan Bohannon is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having two years of industry experience. He has a background that includes roles with the NBA G-League and as a podcast host for Iowa Everywhere. Bohannon also engages in sales of non-investment products through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm relies on model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Corey Moore is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Primerica Advisors since 2023 and has prior experience at Primerica Financial Services, Collins AeroSpace, and Transamerica Retirement Solutions. Outside of his advisory role, he is involved in sales of non-investment products, including mortgage loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Bradley Fisher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at NextEra Energy and Symmetry Financial. Outside of advising, he is a partner and instructor at Modern Defense Dynamics, a firearm instruction business, and serves as a public notary in Cedar Rapids, IA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based and separately managed account strategies under a wrap-fee structure.

Rusty Schlacke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Tata Consultancy Services and the Cedar Rapids Community School District. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a wrap-fee structure and curates third-party asset managers for portfolio management.

Barbara Wiltgen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors since 2003 and also conducts sales activities under the name Bohannon Financial, including non-investment related referrals for home security and automation products. 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 within a wrap-fee structure.

Thomas Bark is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been associated with Primerica Advisors and related entities since 2003 and serves as president of Rl Thomas, Inc. outside of his advisory role. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options within a tiered wrap-fee structure.

Steven Walker is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2015 and has business interests including ownership of Walker's Pine View Farms, LLC and serving as president of On Our Own Inc., a non-investment related organization in Muscatine, IA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers with oversight of model implementation and trading.

Zachary Calef is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Primerica Advisors since 2015 and has a longer tenure with Primerica Financial Services dating back to 2007. 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, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Diane Martinsen is a financial advisor with Primerica Advisors in Monticello, IA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with Primerica Advisors since 2011 and is also affiliated with Bohannon Financial and Fore Thought Inc. Outside of traditional advisory roles, she is involved in sales of loan products and home security and automation services through related companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves 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 uses an independent due diligence process while delegating trading responsibilities to BNY Mellon Advisors.

Allan (Gordy) Bohannon is a CFP® professional with over 42 years of experience in the financial services industry. He has been affiliated with Primerica Advisors since 1983 and currently operates Bohannon Financial. Outside of advisory work, he is involved in selling home security and automation products through part-time referrals and holds ownership in Mymerica LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure.

Lisa Mahr is a financial advisor with Primerica Advisors in Hiawatha, Iowa, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior work includes roles at Mid Iowa Cooperative, City of Dunkerton, and PFS Investments Inc. Outside of finance, she owns two small businesses: Lisa Mae Jewelry, LLC and Elm Tree, LLC, which focuses on woodworking and craft show sales. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies developed by unaffiliated asset managers and supported by custodial and trade execution services.

Matthew Bohannon is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 credentials and has nine years of industry experience. He has worked with Primerica Financial Services since 2013 and established Bohannon Financial in 2018. In addition to advisory activities, he is involved in sales of mortgage loan products and home-related service referrals through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and discretionary management supported by third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.

Jason Bohannon is a CFP® professional with 14 years of industry experience, currently affiliated with Primerica Advisors in Hiawatha, IA. He has worked with Bohannon Financial since 2018 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2011 and 2010, respectively. Outside of advisory roles, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. 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 curates third-party asset managers and employs a tiered wrap fee structure, focusing on a range of investment models implemented via BNY Mellon Advisors and custodians Pershing and Primerica Brokerage Services.