PrimeVest Financial Services, Inc.
PrimeVest Financial Services is sort of a big-box store of investment products for community banks, credit unions, and other financial institutions. One of the largest third-party marketers of financial services in the US, the firm allows its clients to expand their range of services by affording access to a menu of stocks, bonds, annuities, mutual funds, retirement plans, insurance, and other products from third-party financial services firms. It also provides broker-dealer, trust, and clearing services. PrimeVest serves approximately 600 financial institutions throughout the US and in Guam. Investment firm Lightyear Capital purchased the company from ING in 2010.
Contact Details
Office Address
PrimeVest Financial Services, Inc.
400 1st Street South, Suite 300
St. Cloud, MN, USA 56301
Phone: (320) 656-4300
Fax: (320) 656-4002
Executives
President and CEO
Catherine M. Bonneau
Director Operations
Kim Holweger