Oakdale, MN 3503 High Point Dr N Ste 152 A Office

Todd Hyland is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is a partner and lead trainer at Bell-2-Bell Technologies and co-owner of Serendipity by Design, LLC, a consulting business focused on improving client business processes. 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 third-party asset managers and maintains an operational model that includes tiered wrap fees and ongoing oversight of its investment offerings.

Keith Richardson is a Series 63 licensed financial advisor with 28 years of industry experience. He has worked with Primerica Financial Services since 1999 and PFS Investments Inc. since 1991. In addition to his advisory role, 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 separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

David Moe is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and over 32 years of industry experience. He has worked with Primerica Financial Services since 1992 and with Primerica Advisors since 1993. Outside of his advisory role, he operates David R. Moe Tax Services, providing tax-related services since 1998, and 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 for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a wrap-fee structure for its services.