# PREMIER FINANCIAL GROUP INC

PREMIER FINANCIAL GROUP INC of EUREKA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107314
- Type: SEC-registered investment adviser
- SEC file number: 801-38364
- Location: 725 SIXTH STREET, EUREKA, CA, 95501-1103
- Phone: 707-443-2741
- Latest filing: 2026-03-02
- Regulatory AUM: $819.9M
- Discretionary AUM: $697.5M
- Non-discretionary AUM: $122.4M
- Clients: 17
- Accounts: 1,362

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Wayne Oliver Caldwell | PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER | — |
| John Christian Gloor | PRINCIPAL, DIRECTOR, ADVISOR | — |
| Charles Ronald Ross | PRINCIPAL, DIRECTOR; PRINCIPAL, DIRECTOR, ADVISOR | — |
| Ginger Lynn Weber | PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, PRESIDENT | — |
| Teresa Irene Conley | PRINCIPAL, DIRECTOR, CEO, CFO; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, VICE PRESIDENT, CFO | — |
| Jeremy Robert Sorci | PRINCIPAL, DIRECTOR, CHIEF COMPLIANCE OFFICER; PRINCIPAL, DIRECTOR, CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | — |
| CALDWELL WAYNE OLIVER | PRESIDENT, PRINCIPAL, DIRECTOR, FINANCIAL PLANNER; PRESIDENT, PRINCIPAL, FINANCIAL PLANNER, DIRECTOR; PRINCIPAL, CERTIFIED FINANCIAL PLANNER, DIRECTOR (+2 more) | — |
| GLOOR JOHN CHRISTIAN | PRINCIPAL, DIRECTOR; PRINCIPAL, DIRECTOR, ADVISOR | — |
| ROSS CHARLES RONALD | PRINCIPAL, CERTIFIED FINANCIAL PLANNER, DIRECTOR; PRINCIPAL, DIRECTOR, ADVISOR; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER (+2 more) | — |
| OLSEN ANGELE MARY | ADVISOR, REGISTERED PARAPLANNER, CHIEF COMPLIANCE OFFICER, DIRECTOR; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, DIRECTOR | — |
| WEBER GINGER LYNN | PRESIDENT, PRINCIPAL, CERTIFIED FINANCIAL PLANNER, DIRECTOR; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, PRESIDENT; VICE PRESIDENT (+2 more) | — |
| SMITH BRUCE ANDERSON | ADVISOR, AIF, TREASURER, DIRECTOR; ADVISOR, PRINCIPAL, AIF, TREASURER, DIRECTOR; CHIEF COMPLIANCE OFFICER, ADVISOR, PRINCIPAL, AIF, TREASURER, DIRECTOR (+5 more) | — |
| CONLEY TERESA IRENE | DIRECTOR, CERTIFIED FINANCIAL PLANNER, VICE PRESIDENT; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, VICE PRESIDENT; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, VICE PRESIDENT, CFO | — |
| SORCI JEREMY ROBERT | CHIEF COMPLIANCE OFFICER; DIRECTOR, CHIEF COMPLIANCE OFFICER; PRINCIPAL, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107314/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107314/similar
- Related entities: https://search.stillhousedata.com/firm/107314/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107314

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.