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Premier Financial Group Inc

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Client assets under management

$621,274,137

Clients

546

3% high-net worth

Advisors

12

of 17 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

46

Low

Average account size

$1,137,865

About

Premier Financial Group serves individuals and families, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides fee-based portfolio management on both discretionary and non-discretionary bases, financial planning at no additional charge to clients, and pension consulting services including investment policy statement preparation, investment selection, monitoring, and participant education.

The firm’s investment approach emphasizes evidence-based, low-cost institutional mutual funds and ETFs and an asset-allocation framework intended to preserve capital while providing growth and/or income. Portfolios are managed with a long-term orientation, reviewed at least quarterly, and supervised with consideration for client objectives, risk tolerance, and tax factors.

Premier maintains a regular client-communications program that includes periodicals or newsletters and educational outreach—occasional free public seminars and periodic retirement-plan participant workshops—which is less common among multi-team peers. The firm typically custodies accounts at Charles Schwab and, for its client investment accounts, pays custody and trading costs to enhance fee transparency; it also generally requires higher account minimums ($500,000 for portfolio management and $1,000,000 for pension consulting) and has principals with ownership interests in an outside leadership and technology consulting company.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management General retirement planning Passive / index investing

Occupation focus

Retired

Fee options

Fixed

Seminar fees charged as fixed fee, determined case-by-case

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.40%

Other

Account minimum: $500,000

Main office location

Premier Financial Group Inc

725 Sixth Street

Eureka CA 95501-1103, United States

Number of offices

1

Most active in

California · Colorado · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Georgia N

Series 65

Eureka, CA

Premier Financial Group Inc

Georgia Nordquist is a financial advisor at Premier Financial Group Inc with one year of industry experience. She holds a Series 65 designation and has prior work experience at Coast Central Credit Union, Watershed Stewards Program, and Mistwood Educational Center. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost mutual funds and ETFs, with a focus on client education and cost transparency.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Kyla O

Series 65

Eureka, CA

Premier Financial Group Inc

Kyla Orr is a Series 65-licensed financial advisor with Premier Financial Group Inc in Eureka, CA, where she has worked since 2018. She has three years of industry experience, including prior roles at Mazzotti's and Applebee's. Premier Financial Group provides investment advisory and portfolio management services to a range of clients, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm emphasizes asset allocation and long-term strategies using low-cost institutional funds and ETFs, alongside client education and transparent fee practices.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Carla S

Series 65

Eureka, CA

Premier Financial Group Inc

Carla Simpson is a financial advisor at Premier Financial Group Inc with 19 years of industry experience. She holds the Series 65 designation and has been with Premier Financial Group since 2003. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education and financial planning at no additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Mary M

Series 65

Eureka, CA

Premier Financial Group Inc

Mary Mizera is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding a Series 65 designation and two years of industry experience. Prior to joining Premier Financial Group in 2021, she worked at Lost Coast Light & Sound, North Coast Dance, Coast Central Credit Union, and Umpqua Bank. Premier Financial Group provides investment advisory and portfolio management services to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, with a focus on client education and transparent fee structures.

Wealth management General retirement planning Passive / index investing Retired
user avatar

John G

Series 63

Eureka, CA

Premier Financial Group Inc

John Gloor is a financial advisor at Premier Financial Group Inc with 34 years of industry experience. He holds a Series 63 designation and has worked at Cantella & Co., Inc. since 2002 while being with Premier Financial Group since 1987. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education, pension consulting, and financial planning at no additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Wayne C

Series 63

Eureka, CA

Premier Financial Group Inc

Wayne Caldwell is a financial advisor at Premier Financial Group Inc with 34 years of industry experience. He holds a Series 63 designation and has been with Cantella & Co., Inc. since 2002. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, with a focus on client education and transparent fee structures.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Francoise C

Series 63, Series 65

Eureka, CA

Premier Financial Group Inc

Francoise Crandell is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Premier Financial Group since 2015 and has been involved in a joint business with her husband since 1991. Outside of advisory work, she co-manages a residential investment property with her husband. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost mutual funds and ETFs, and offers educational support and financial planning at no additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Phoenix A

Series 65

Eureka, CA

Premier Financial Group Inc

Phoenix Arnold is a Series 65-licensed advisor with Premier Financial Group Inc and has two years of industry experience. Prior to joining Premier Financial Group, Phoenix worked at 1 For The Books and Eureka Natural Foods and has been involved with Northcoast Preparatory Academy since 2019. Premier Financial Group provides investment advisory and portfolio management services to a diverse client base, including individuals, high net worth clients, and various institutional entities. The firm emphasizes asset allocation and longer-term strategies using evidence-based, low-cost mutual funds and ETFs, and offers client education and financial planning without additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Ginger W

Series 63, Series 65

Eureka, CA

Premier Financial Group Inc

Ginger Weber is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Premier Financial Group since 2000 and at Cantella & CO., Inc. since 2002. Premier Financial Group provides investment advisory and portfolio management services to a range of clients including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using low-cost institutional mutual funds and ETFs, and offers client education through workshops and seminars.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Teresa S

Series 65

Eureka, CA

Premier Financial Group Inc

Teresa Sollom is a financial advisor at Premier Financial Group Inc with one year of industry experience. She holds the Series 65 designation and previously worked at NorthPoint Consulting Group, Inc., HMB Media, Ideal Positions, and Provident Credit Union. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation and long-term strategies using evidence-based, low-cost mutual funds and ETFs, with a focus on client education and transparency.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Teresa C

Series 65

Eureka, CA

Premier Financial Group Inc

Teresa Conley is a financial advisor with Premier Financial Group Inc in Eureka, CA, holding a Series 65 designation and 19 years of industry experience. She has been with Premier Financial Group since 2002. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education, pension consulting, and financial planning at no additional charge.

Wealth management General retirement planning Passive / index investing Retired
user avatar

Jeremy S

Series 65

Eureka, CA

Premier Financial Group Inc

Jeremy Sorci is a Series 65-licensed financial advisor with Premier Financial Group Inc in Eureka, CA. He has 13 years of industry experience and has worked at Premier Financial Group since 2012, as well as with Bank of Stockton Trust & Investment Group since 2005. Premier Financial Group provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and long-term strategies using evidence-based, low-cost institutional mutual funds and ETFs, and offers client education and pension consulting services.

Wealth management General retirement planning Passive / index investing Retired
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