Cameron Lindholm
Advisor at Prime Capital Financial — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
< 1 year
Location
Overland Park, KS 66211
Prime Capital Financial
Enterprise
Cameron Lindholm is a financial advisor at Prime Capital Financial with Series 63 and Series 65 licenses. He has been in the financial industry since 2026 and previously held roles at LPL Financial and Intrust Bank. Outside of finance, his background includes positions in retail and education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.
Based on Prime Capital Financial
Based on Prime Capital Financial
Financial planning and business planning fixed fees range from $100 to $25,000, depending on complexity. Seminar fees up to $1,000 per attendee.
$0+: 0.25% to 2.50% (Asset Management Services fees vary between these rates depending on client and account specifics; negotiable) $0+: 0.50% to 1.85% (Sub-advisory Relationships fees; negotiable) $0+: 0.10% to 1.00% (Managed Account Allocations for Plan Participants, typical range, negotiable) $0+: 0.05% to 0.72% (Collective Investment Funds annual fees, varies by fund class and assets; e.g., Class A 0.72%, Class B 0.62%, etc.)
Many representatives are also registered representatives of a broker-dealer and licensed insurance agents earning commissions on securities and insurance products sold separately.
Financial planning and business consulting services: $100 to $500 per hour. Family office consulting: $500 to $750 per hour. Tax planning and consulting services: Hourly rates apply.
Performance-based fees charged for qualified clients (defined as having $1.1 million AUM or net worth of $2.2 million excluding primary residence). Base fee typically 0.70%. Performance fee up to 20% of capital appreciation, evaluated semi-annually with a high-water mark.
Certain financial planning services may be offered on a monthly subscription basis via third-party platform (AdvicePay).
Account minimum: $2,500 (varies by strategy; see types of clients section for detailed minimums) Minimum fee: Limited Advisory Services Program: minimum annual fee of $24 or 0.06% of assets (6 Bps), whichever is greater. Fee-only: Financial planning: $100 to $25,000 fixed fee; $100 to $500 per hour; or up to 1% asset-based fee (max $25,000 annually). Business planning and consulting: $100 to $25,000 fixed fee; $100 to $500 per hour (max $25,000 annually). Family office consulting: $500 to $750 per hour. Tax planning/preparation and bill pay: fixed fee and/or hourly rate billed engagements.
Overland Park, KS
6201 College Blvd., Suite #150
Overland Park KS 66211
Advisors at this office
111
Kansas
< 1 year of industry experience
Prime Capital Financial
2026 - Present • 1 year
Overland Park, KS
LPL Financial
2026 - 2026 • 1 year
Wichita, KS
Intrust Bank
2026 - Present • 1 year
Wichita, KS
Intrust Bank
2024 - 2026 • 2 years
Wichita, KS
Little Caesar's
2023 - 2024 • 1 year
Wichita, KS
Brigg's Nissan
2023 - 2023 • 1 year
Manhattan, KS
Kanza Bank
2021 - 2023 • 2 years
Wichita, KS
Pizza Hut
2020 - 2021 • 1 year
Derby, KS
Derby Highschool
2018 - 2021 • 3 years
Derby, KS
Derby North Middle School
2015 - 2018 • 3 years
Derby, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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