Home  >  BrightScope Advisor Pages  >  Primevest Financial Services, Inc.

help text

Primevest Financial Services, Inc.

Primevest Financial Services, Inc.
Primevest Financial Services, Inc. is a broker-dealer with over 1,130 financial professionals registered nationwide. The firm's primary clients are Individuals, Charitable Organizations and State or Municipal Government Entities.

Firm Information

help text

Advisors (1,130)

help text
Name Start Date
Aaron J Rigdon Oct 2009
Aaron Joshua Green Aug 2001
Aaron Matthew Fossum Nov 2004
Adam Christopher Johnston Aug 2007
Adam David Talbert Jul 2007
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

help text
Not Available
Total Assets
Not Available
Accounts
Not Available
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

help text
ownership pie chart
  •   Cetera Financial Group, Inc. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

help text
Name Title Tenure Date
Christopher Jon Reinholz Vice President and Director of Trading 09/01/1998
Stanley Robert Smiley Vice President 03/01/2004
Kimberley Ann Holweger Vice President and Director of Operations and Clearing 03/01/1999
Mark Paul Shelson Vice President, Chief Financial Officer and Treasurer 06/01/2002
Sean Patrick Casey Vice President, Director of Business Development 08/01/2006

Affiliated Investment Advisors and Broker Dealers

help text

No firm affiliates listed.

Principal Office & Place of Business

help text

Principal Office

Address:
400 First St South Ste 300
St Cloud , MN 56301-3600
Phone Number: 320-656-4300
Other Offices Address City State Zip
1620 Pond Road Allentown PA 18104
250 Riverchase Parkway Birmingham AL 35244
6111 North River Road Rosemont IL 60018
2 Country View Road Malvern PA 19355
9650 Flair Dr El Monte CA 91731

Firm Compensation Arrangements

help text

No compensation arrangements listed.