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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 11-01-2009
- Office Locations
- 1
Office Locations
About Premier Financial Solutions, LLC
Premier Financial Solutions, LLC is a South Carolina-registered investment adviser focused on retirement planning for individuals and couples. The firm provides asset preservation, income planning, Social Security maximization, tax and legacy planning, and retirement insurance/annuity guidance, with a client portal via Generational Vault. Investment programs include ETF- and public-fund-based allocations and U.S. government/agency bonds; custody includes Charles Schwab.
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Owner & Executives
MARK RECSER
--
- CRD
- --
- Ownership
- 50% but less than 75%
Michael Recser
--
- CRD
- --
- Ownership
- 50% but less than 75%
Element eagle
Glacier catalyst signal
- CRD
- #24353
- Ownership
- 13.0%
Showing 2 of 3 owners & executives
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Brittany Danielson
--
- CRD
- #8173065
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,870,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,870,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,870,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,935,792,213 | 41.4% |
| Public Funds | $1,879,190,668 | 26.5% |
| U.S. Government/Agency | $2,276,302,658 | 32.1% |
| Total | $7,091,285,539 | 100.0% |