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Nancy C

CFP®, Series 63, Series 65

Sioux Falls, SD

Prime Capital Financial

Nancy Carlson is a CFP® professional with 40 years of experience in the financial services industry. She is currently with Prime Capital Financial and has previously worked at Professional Financial Services, Inc. and LPL Financial. Outside of advising, she is involved in entrepreneurial activities including ownership of a nutraceutical manufacturing business and a design company specializing in jewelry. 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, retirement plan services, and family office solutions, utilizing a variety of investment strategies and platforms.

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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Kameron C

CFP®, Series 63, Series 65

Sioux Falls, SD

Prime Capital Financial

Kameron Carlson is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Professional Financial Services, Inc. and LPL Financial. Outside of advisory work, Carlson owns Vintek Nutrition, LLC, which manufactures and markets nutraceutical products for diabetic individuals. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a broad client base including individuals, high-net-worth families, trusts, corporations, and retirement plans. The firm offers comprehensive services such as asset management, financial planning, qualified retirement plan services, and family office solutions, 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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Nathan S

Series 66

Sioux Falls, SD

Prime Capital Financial

Nathan Schwab is a financial advisor with Prime Capital Financial and holds the Series 66 designation. He has eight years of industry experience, including prior roles at Raymond James Financial Services Advisors Inc. and First Bank & Trust. Schwab serves as a board member and trail series race director for the Sioux Falls Area Running Club. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, and family office offerings. The firm manages accounts using both discretionary and non-discretionary approaches and employs a variety of investment strategies while providing ancillary services such as tax planning through an affiliated accounting subsidiary.

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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