La Crosse, WI 7th Street North Office

John Hansen is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, Hansen is a referee/official in Ontario, WI, and owns two companies, Hansen House, LLC and Hansen Housing, LLC. Primerica Advisors sponsors 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 approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-based recommendations and utilizing third-party asset managers and custodians.

Kelly Kalmes is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica since 2001 and was previously involved with St. Rose of Lima Church from 2016 to 2019. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Curtis Becker is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes roles at Organic Valley, Century Foods, PFS Investments Inc., and Primerica Financial Services. Outside of advising, he is involved with United Processing as a process server. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Mark Smith is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials and has 14 years of industry experience. He has worked with PFS Investments Inc. since 2016 and has longstanding involvement with community organizations such as Village of Ontario and Ontario Fire & Rescue since 1994. Outside of financial advising, he owns Smith's Archery and Smith's Lawn Care in Ontario, WI. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Isaac Pfuhl is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include work at PFS Investments Inc., Alamo Toyota, and Keurig Dr Pepper. He is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution through custodians like Pershing.

Elliott Pfuhl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Coulee Region Water Conditioning and Toppers Pizza. He is also involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors 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 entities. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Gary Bergman is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he works as a self-employed math tutor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving 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 delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Duncan Mckinney is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Primerica Advisors since 2018 and Primerica Financial Services since 2017. Outside of financial services, he is involved in non-investment activities including referrals for home security and automation products. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that relies mainly on model-driven strategies managed by third-party asset managers. The firm supports approximately 3,698 advisors and manages around $15.5 billion in assets.

Donna Bornheimer is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. Outside of advisory services, she is involved in sales of loan products and home-related 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 discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Dennis Wenthe is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has worked with Primerica Advisors since 2000 and Primerica Financial Services since 1997. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,964 advisors and offers model-based strategies developed by unaffiliated asset managers, supported by custodial and trade execution services.

Daniel Steiger is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2003 and has been involved with Steiger Steel since 1987. Outside of advisory activities, he is engaged in sales of loan products and home-related services 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 uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Braeden Keeney is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Kwik Trip and was self-employed before joining the financial services sector. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliate companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through third parties, operating at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Justin Shirky is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Northwestern Mutual and B & F Fastener Supply. Outside of financial advisory work, he owns Blackwater Recovery, LLC, and works part-time as a driver for Uber and Lyft. Primerica Advisors sponsors 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 offers model-delivery investment strategies managed by unaffiliated asset managers and provides trade execution and custody through established partners.

Dennis Kowalke Jr. is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His professional background includes roles in transportation and training companies as well as involvement with Pfs Investments Inc. Outside of his advisory work, he has associations with multiple businesses in transportation and entertainment fields. Primerica Advisors manages a wrap-fee asset management program primarily for 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, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Jason Thurow is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Primerica Advisors, Primerica Financial Services, Mathews Inc, The Toro Company, and Leer Inc. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via 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 uses a tiered wrap-fee structure for its investment offerings.