Pella, IA Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

4,003

Across 1,248 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that serves primarily individual investors (including both non-HNW and high-net-worth clients), as well as corporate and charitable clients. The firm operates at scale — roughly 3,698 financial advisors, about 1,829 offices, and approximately $15.5 billion in AUM — and delivers advisory services through advisors who collect client information and present model recommendations.

The Program relies largely on model-delivery strategies created and managed by unaffiliated asset managers, with a limited number of discretionary separately managed account options; an overlay manager (BNY Mellon Advisors) and Pershing custody/clearing support trade execution and account custody. Models span strategic, tactical, tax-managed and income-distribution approaches and the brochure discloses recently added models that allocate to exchange-traded funds investing in cryptocurrency; advisory arrangements are billed as percentage-of-AUM rather than on a fixed-fee basis.

Compared with many large institutional advisers, Primerica does not provide portfolio management for institutional clients, does not serve pension or profit‑sharing plan clients, and does not offer a formal “selection of other advisers” service for clients — features that the firm’s disclosure highlights as absent. The firm also discloses several program-specific operational features and conflicts (use of third‑party due diligence, certain proprietary fund limitations through its broker‑dealer, an exclusion of parent-company stock from Program accounts, and compensation arrangements tied to wrap fees and asset managers) that distinguish its program governance and product availability from some peers.

Based on PRIMERICA Advisors

Expertise

ESG / Sustainable investing Tax-loss harvesting Income planning

Based on PRIMERICA Advisors

Location

713 E 1st St, Ste 1 A

Pella IA 50219

Advisors at this office

7

Advisors at this office

user avatar

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 63, Series 65

Pella, IA

Primerica Advisors

Levi Ver Meer is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2020. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies managed by third-party asset managers.

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
View complete list of advisors at this office
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