Urbandale, IA 100th St Office

Andrew Arthur is a financial advisor with Primerica Advisors in Indianola, IA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Des Moines Independent Community School District, Liberty Tire Recycling, Saia LTL Freight, Enterprise Inc, and Ruan Transportation. Outside of advisory work, he is involved in sales 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 a limited number of 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 for its services.

Julia Reis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. She has worked at Primerica Financial Services since 2021 and at Primerica Advisors since 2024. Prior to her financial career, she was employed at Dallas Center Grimes High School from 2017 to 2021. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

Justin Gersema is a financial advisor with Primerica Advisors in Urbandale, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Primerica Advisors since 2019 and previously at PFS Investments Inc from 2015 to 2018, while also maintaining a long-term association with Primerica Financial Services since 2005. Outside of advisory work, he is involved in the sale 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 a limited number of separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Lindsay Maher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of her advisory role, Maher tutors biology part-time at St. Thomas Classical Academy in Altoona, Iowa. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited range of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Chad Borsheim is a financial advisor at Primerica Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Pattison Sand Company. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jacob Reis is a financial advisor with Primerica Advisors in Urbandale, IA, holding Series 63 and Series 65 designations and seven years of industry experience. He has been with Primerica Advisors since 2018 and previously worked at DC-G School for ten years. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and primarily uses model-delivery strategies managed by unaffiliated asset managers.

Kristen Reis is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has been with Primerica Financial Services since 1996 and has one year of experience at PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

James Lee is a financial advisor with Primerica Advisors in Urbandale, IA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at GreenState Credit Union, PFS Investments Inc., and EMC Insurance. He also has experience selling non-investment related products through Primerica Mortgage and related affiliates. 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 operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Jeffrey Engelhardt is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles in school districts as well as ongoing work with PFS Investments Inc. Outside of advising, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services.