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Eric H
CFP®, Series 63, Series 66
Fargo, ND
Prime Capital Financial
Eric Herzog is a financial advisor with Prime Capital Financial in Fargo, ND, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience with prior roles at United Capital Financial Advisers LLC, Park Avenue Securities, Guardian Life Insurance Company, Dorn & Co, Inc., and Allianz Life Financial Services LLC. In addition to advisory services, Eric is licensed as an insurance agent for life, health, and annuity products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, family office solutions, and uses diverse investment strategies supported by tax-efficient rebalancing and sub-advisory arrangements.
Paul J
CFP®, Series 63, Series 65
Fargo, ND
Prime Capital Financial
Paul Jarvis is a CFP® professional with 12 years of experience in financial advising. He currently works at Prime Capital Financial and previously spent 10 years with United Capital Financial Advisers, LLC. Jarvis also manages two real estate holding companies based in Fargo, ND. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services such as asset management, financial planning, retirement plan services, and family office solutions, employing various investment strategies across discretionary and non-discretionary accounts.
Erin K
Series 65
Fargo, ND
Prime Capital Financial
Erin Kiesow is a financial advisor at Prime Capital Financial with one year of industry experience. She holds a Series 65 designation and previously worked at Goldman Sachs. Outside of financial services, she has been involved with Brewtus Brickhouse, a restaurant where she serves as a bartender and closing manager. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.
Stacey R
Series 65
Fargo, ND
Prime Capital Financial
Stacey Robinson is a financial advisor at Prime Capital Financial with 11 years of industry experience. She holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advisory work, she owns and manages Porterfield LLC, a real estate holding company based in Fargo, ND. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions with an investment approach that incorporates core/satellite, thematic, and tactical strategies.
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