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Thomas M

Series 65

Reno, NV

Prime Capital Financial

Thomas Mellum is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has held prior roles at Cornerstone Comprehensive Wealth Management and Costco. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing a mix of core/satellite, thematic, and tactical investment strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mc Kynzie B

Series 65

Reno, NV

Prime Capital Financial

Mc Kynzie Bolton is a Series 65 licensed financial advisor at Prime Capital Financial with one year of industry experience. Prior to joining Prime Capital Investment Advisors, Bolton worked at Cornerstone Comprehensive Wealth Management and Keller Williams Realty. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, family office services, and retirement plan sponsorship with an investment approach that includes core/satellite, thematic, and tactical strategies.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher A

Series 65

Reno, NV

Prime Capital Financial

Christopher Abts is a financial advisor at Prime Capital Financial with 19 years of industry experience. He holds the Series 65 designation and previously worked for Cornerstone Retirement Group from 2004 to 2023. In addition to his advisory role, he is an active insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary focused on tax planning and financial administration.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Terry L

CFP®, Series 66

Reno, NV

Prime Capital Financial

Terry Levenberg is a CFP® with 12 years of industry experience, currently affiliated with Prime Capital Financial. His work history includes roles at Double Diamond Investment Group, APW Inc, Enso Wealth Management, and Charles Schwab. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs various investment strategies and maintains an affiliated accounting subsidiary alongside its family office practice.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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