Pella, IA Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

7

Of 3,966 advisors across 1,249 offices

Location

713 E 1st St, Ste 1 A

Pella IA 50219

Advisors at this office

7

Advisors at this office

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Tyler J

Series 63, Series 65

Pella, IA

Primerica Advisors

Tyler Junker is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been associated with Primerica Financial Services and PFS Investments Inc. since 2006. In addition to his advisory role, Junker has been involved with the Cedar Valley Soccer Club since 2019. 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 delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

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

Steven V

Series 63, Series 65

Pella, IA

Primerica Advisors

Steven Vermeer is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns Steve Ver Meer Enterprises, Inc., which operates for Primerica business purposes, and is involved in crop farming through Steve Vermeer Farms. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on percentage-based tiered fees and ongoing oversight of its investment models.

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

Austin V

Series 63, Series 65

Pella, IA

Primerica Advisors

Austin Ver Meer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His background includes roles at Elite Holdings LLC, Ver Meer Farms, Vermeer Corporation, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by third-party asset managers and supports these with custodial and trade execution services through Pershing.

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

Ryan A

Series 63, Series 65

Pella, IA

Primerica Advisors

Ryan Anderson is a financial advisor with Primerica Advisors in Pella, Iowa, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with Van Bruggen & Vande Vegte since 2014 and has been associated with Primerica Financial Services and PFS Investments Inc. since 2008 and 2007, respectively. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies of PFS Investments 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 emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

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

Kasin B

Series 63, Series 65

Pella, IA

Primerica Advisors

Kasin Beckwith is a financial advisor with Primerica Advisors based in Pella, Iowa. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Beckwith has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

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

Levi V

Series 65, Series 63

Pella, IA

Primerica Advisors

Levi Ver Meer is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes positions at Steve Ver Meer Enterprises, Dordt University, and Pella Christian High. In addition to his advisory role, he is involved in the sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors manages 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 delivers advisory services through a large network of advisors utilizing model-based investment strategies supported by third-party asset managers and custodians.

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

Jeffrey F

Series 63, Series 65

Pella, IA

Primerica Advisors

Jeffrey Fiscella is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he has worked at Des Moines Area Community College and Team Restoration Ministries. 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 curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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