Rochester, MN Office

Jason Ferrie is a financial advisor with Primerica Advisors in Stewartville, MN, holding a Series 63 designation and 21 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2003. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies and is a partner in MN LS, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee billing structure.

William Ferrie is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 40 years of industry experience. He has been with Primerica Advisors and its affiliated firms since 1986. Outside of advising, he is involved in selling loan products and referring home security and automation 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 employs model-delivery investment strategies managed by third parties and supports its advisory services with custody and trade execution through Pershing.

Joseph Kalis is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 license and 26 years of industry experience. His work history includes roles at RIHM Leasing, Inc., Sanco Equipment, LLC, and Lawrence Leasing Inc., alongside his long tenure at Primerica. He is involved in the sale of investment-related products and also participates in referral activities for home security and automation services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Peter Doherty is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at Ag Partners, PFS Investments Inc., Primerica Financial Services, and All American Coop. Outside of his advisory work, he owns Pete's Power Sports LLC. Primerica Advisors provides discretionary asset management primarily 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 curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Mark Johnsrud is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, the Mayo Foundation, and Chatfield School District. Outside of investment advising, he is involved in the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily via model-delivery strategies managed by unaffiliated asset managers and supports its program with custodial and trade execution services through Pershing and BNY Mellon Advisors.

Brian Gruhlke is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and over 38 years of industry experience. He has been with Primerica Advisors since 1987 and has prior work experience with organizations including Olmsted Medical Center and Midwestern Wheels, Inc. Outside of his advisory role, he is involved in sales of home security and automation products 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 separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Daryn Ruggeberg is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 35 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors since 1990. Outside of advisory activities, he is 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, which includes model-delivery strategies and selectively managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management without serving institutional pension or profit-sharing plans.

Kellie Eggert is a financial advisor with Primerica Advisors in Lewiston, MN, holding Series 63 and Series 65 credentials and having 22 years of industry experience. She has worked with PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. Outside of her advisory role, she is a self-employed distributor for Young Living and Nature Sunshine, which are not investment-related businesses. 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 provides a tiered wrap-fee structure rather than fixed fees.

Leland Shaw is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he receives non-investment related compensation for referrals involving home security, automation products, and loan products 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 separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail client portfolios rather than institutional pension or profit-sharing plans.

Bruce Wachholz is a financial advisor with Primerica Advisors in Rochester, MN. He holds Series 63 and Series 65 licenses and has been self-employed since 2000. His prior experience includes more than three decades at Trane Technologies and recent roles at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors 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 operates at scale with thousands of advisors and offices, delivering model-driven investment strategies supported by third-party asset managers and custodians.