Topeka, KS SW Wanamaker Drive Office

Team
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PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

3,987

Across 1,251 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

2900 SW Wanamaker Drive, Ste 106

Topeka KS 66614

Advisors at this office

10

Advisors at this office

user avatar

Michelle Y

Series 63, Series 65

Topeka, KS

Primerica Advisors

Michelle Ybarra is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses. She has four years of industry experience, including roles at Primerica Financial Services and Casey's General, as well as service with the Kansas Army National Guard. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a network of nearly 3,700 financial advisors nationwide. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and offers a range of tactical and strategic portfolio options.

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

Scott S

Series 63, Series 65

Topeka, KS

Primerica Advisors

Scott Smith is a financial advisor with Primerica Advisors in Topeka, KS. He holds Series 63 and Series 65 licenses and began his advisory career in 2025 after 24 years at LKQ Corporation. Smith is also involved in the sale 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 separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment programs.

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

Bruce A

Series 63, Series 65

Topeka, KS

Primerica Advisors

Bruce Andruss is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, 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, which utilizes model-delivery strategies and selectively managed accounts tailored for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of investment models and trading execution.

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

Michelle G

Series 63, Series 65

Topeka, KS

Primerica Advisors

Michelle Gormley is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at Primerica Advisors since 2013 and has been involved with Primerica Financial Services since 2012. In addition to her advisory role, she is the owner and principal of JMG Ventures Inc., a clothing boutique in Topeka. 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. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

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

Brenda S

Series 63, Series 65

Topeka, KS

Primerica Advisors

Brenda Shupe is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its advisory services.

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

Joyce B

Series 63, Series 65

Topeka, KS

Primerica Advisors

Joyce Bacon is a financial advisor at Primerica Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

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

Beverly C

Series 63, Series 65

Topeka, KS

Primerica Advisors

Beverly Claycamp is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2006 and served in the Kansas Army National Guard from 2005 to 2021. Claycamp is also involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

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

Ronda M

Series 63, Series 65

Topeka, KS

Primerica Advisors

Ronda Monhollon is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995 and previously worked for the Topeka Public School District 501 from 2019 to 2021. Outside of her advisory role, she has engaged in self-employed house cleaning for a small client base. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients using model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed-fee billing.

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

Richard M

Series 63, Series 65

Topeka, KS

Primerica Advisors

Richard Malloy is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved with the Mike McDonnell Golf Tournament for Hospice. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap fee structure, with custody and trade execution services provided by Pershing and Primerica Brokerage Services.

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

Scott C

Series 65, Series 63

Topeka, KS

Primerica Advisors

Scott Crimmins is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. Prior to his current role, he worked at American Family Insurance for 27 years. Outside of financial advising, he works as an adjuster for Frontier Adjusters in Lawrence, KS. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through model-based investment strategies developed by third-party managers and supports accounts with custodial and trade execution services from Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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